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Microsoft Dynamics CRM (Archived)

GP SQL Reporting through CRM

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Posted on by EricS216

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I'm using the Business Intelligence Development Studio to write a series of reports for CRM that incorporate both CRM and GP data. In the Studio environment I can query the GP database, but when I upload the report to CRM, that data connection fails. I've tried hard-coding in a username and password in the connection and having the report prompt for a GP password to no avail. Any ideas? Thanks, Eric

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ES_Mark 25 on at

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I believe that CRM will overwrite the datasource section of your rdl file when uploaded. You could on the SQL server side create a linked server connection between the CRM database and the GP database and create a stored proc that pulls the data together how you need it. This could bypass this issue. Another route might be to directly up load your rdl to Report Manager and use a IFrame in CRM to access the report. Yet another route would be to host SSRS report in sharepoint and create a IFrame to expose it as a dashboard in CRM.

Just some ideas,

Mark

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