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embed a non-CRM SSRS Report into a CRM Form

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Posted on by nima19864

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We have an accounting software that is using sql server 2000 . I want to have some reports from accounting software inside crm.

for example, I want a report that shows me financial transactions of a specific customer called from account entity inside crm from accounting server.

I created a report that pre-filters account entity and passes customer code as parameter to a sub-report that its data source is accounting software database (on another server connected through OLE DB).

In Visual studio , Sub-report works fine. It connects without any problem with pre-defined user/pass provided in connection string.

But when I upload it in crm, Error : The report cannot be displayed. (rsInvalidDataSourceReference)

Anyway out?

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Abhishek Dhoriya 1,011 on at

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RE: embed a non-CRM SSRS Report into a CRM Form

In this Step 1 is wrong, You need to host SSRS report on other Server not in CRM , also if you want to follow this approach then what you need to do is to have an Different SQL Data Source which will connect to other Database in same Server.

Issue: From MSCRM Report Server you will not be able to connect to your Custom Report DB which is your SQL Server 2000.

You can take either of below 2 approaches to overcome , what ever works for you

Approach 1: connect to your report server which is sql server 2000 from MSCRM Sever and set as DataSource.

Then Change the DataSource for that report on MSCRM Report Server.

If you are able to do this then your report will work like Embeded CRM report .

Approach 2: Host your Report on Custom Report Server , not in MSCRM Report Server. Take that Report URL and pass that URL in IFRAME Source where ever you want to display that report in CRM.

Hope it is clear now.
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nima19864 550 on at

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RE: embed a non-CRM SSRS Report into a CRM Form

I did it!

1- upload report rdl to crm like any report. when you run it , error shows up.

2- In http://<my crm address>/reports/report/CRM_MSCRM/CustomReports/ find your report (by choosing to view as list from upper bar saved name in crm can be seen in description column)

3- Right click and select "manage"

4- Choose Data sources from left menu

5- change credentials to "Using the following credentials" and type in your data source credentials.

6- done! it will run from inside crm like an embedded report!

Caution : everyone that have access to crm will be able to see report content! if it contains any information you want to restrict access, make report individual then share it with those you want!
Abhishek Dhoriya 1,011 on at

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RE: embed a non-CRM SSRS Report into a CRM Form

you cannot connect to different datasource from CRM Report Server.

However, you can Upload or host your custom SSRS report on different server and Get the report URL and you can embed that report using the IFRAME withing record form by passing ReportURL as Source URL in that IFRAME.