26. august 2008 04:48
I've only a basic idea about creating reports in CRM 4.0 using SQL Server Business Intelligence Development studio.
But I want to know it in detail like creating complex custom reports,sub reports and its advanced reporting facilities.
Can anyone suggest me some sources/links which are helpful to study this in detail?
26. august 2008 04:58Redaktør
This book is pretty good, especially the first five chapters, the index just isn't very good. http://www.amazon.com/Microsoft-Server-2005-Reporting-Services/dp/0072262397/ref=pd_bbs_sr_1?ie=UTF8&s=books&qid=1219726322&sr=8-1
SRS 2005 for dummies is better than some of the reviews on Amazon give it credit:
SRS 2005 in action is very good too. http://www.amazon.com/Server-2005-Reporting-Services-Action/dp/1932394761/ref=sr_1_11?ie=UTF8&s=books&qid=1219726429&sr=1-11
and the reporting services chapter of Working with CRM 4.0 is very good for understanding specifics of working with sRS 2005 and CRM. http://www.amazon.com/Working-Microsoft-Dynamics-Crm-4-0/dp/B001E40312/ref=sr_1_1?ie=UTF8&s=books&qid=1219726509&sr=1-1
Some basic advice:
1. CRM Reports have to have an embedded data source, not a shared data source.
2. Familiarize yourself with the query designer wizard--it can make your life easier getting started.
3. familiarize yourself with CRM report prefiltering. http://blogs.msdn.com/crm/archive/2007/01/30/inside-report-prefiltering.aspx
26. august 2008 08:59
Thank you very much.I'll go through those links.
Can you please make me clear this doubt regarding the import of a report created in SRS2005 to CRM 4.0?
I've created a report in SRS 2005.Now I import it to my CRM 4.0 system as "Link to Web Page".
and it set the URl- http://Servername/reportserver?%2fReport_Nations%2fRPT_Nations&rs:Command=Render
.Now I can access this report in my CRM 4.0.
My doubt is How can I import this report as "Existing File" (and set location of the RDL fiel) to CRM 4.0?
26. august 2008 13:59Redaktør
You want to upload the rdl file, not link to the URL. Just choose the Existing File option and upload your rdl file. You don't need to specify the location--it will upload it to the reporting server when you upload the rdl in CRM.
27. august 2008 05:12
I know,in crm we can create/import reports using 3 methods.
1.Using Report wizard
2.Link to Web page
I've created reports using the report wizard and Link to Web page.OK fine.
To import as Existing file ....Dont need to set the RDL File location?
27. august 2008 13:08Redaktør
If you get an error when you upload the rdl using the existing file option, but you don't when you upload it directly to SRS, there is a good chance that it has to do with your data source. CRM uploaded reports cannot use a shared data source.
To check your data source:
Open your report in business intelligence development studio
go to the data tab
Next to the dataset dropdown, there is a button with 3 dots. Click it
On the data set form, there is a dropdown for data source. next to that dropdown is another button with 3 dots. click it.
On the data source form, make sure that the shared data source checkbox is not checked.
there is a field called connection string. Next to that field is a button that says "edit," click it.
On the next form, specify your sql server and your database. Keep the authentication on windows authentication.
Then save your changes and try to upload again.
28. august 2008 04:13
Thank you Joel.The problem solved.