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External SSRS report in CRM 2011 RRS feed

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    Hi,

    I have specific requirement to show report/dashboard in MSCRM 2011 but the challenge is - reporting data is not in CRM database and is stored in some other datawarehouse. Just need to pass accountid from crm and display report/dashboard.

    Please help. Its quite urgent.

    Garfield!!

    Tuesday, June 11, 2013 7:10 AM

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    Hi Garfield,

    Provided you are using OnPrem Dynamics CRM you can add additional data sources to SSRS Reports to get data from other databases.


    Scott Durow
    Blog: www.develop1.net    Follow Me
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    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Proposed as answer by HIMBAPModerator Tuesday, June 11, 2013 8:06 AM
    • Marked as answer by KunuChopra Tuesday, June 11, 2013 10:08 AM
    Tuesday, June 11, 2013 7:57 AM
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    If you want to access the accountid from the selected record in CRM, the easiest way is probably to:

    Create a very simple parent report, with a dataset based on the query below:

    Select accountid from CRMAF_FilteredAccount

    Create the report that will show the datawarehouse data as a separate report, which takes one parameter - the accountid. Display this as a subreport within the parent, with the acccountid parameter populated by the accountid field from the above dataset

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    • Proposed as answer by VidhiyaM Tuesday, June 11, 2013 9:55 AM
    • Marked as answer by KunuChopra Tuesday, June 11, 2013 10:08 AM
    Tuesday, June 11, 2013 9:27 AM
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    Hi Garfield,

    You would have to authenticate using some stored credentials on the SSRS server if you were using CRM's report viewer.

    If you linked directly to the SSRS server (providing you are OnPrem and not using Claims Based auth) you could then use Windows Integrated security to use the identity of the calling user to authenticate with the DW.

    hth

    Scott Durow
    Blog: www.develop1.net    Follow Me
    Rockstar365  Profile
    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Proposed as answer by VidhiyaM Tuesday, June 11, 2013 9:55 AM
    • Marked as answer by KunuChopra Tuesday, June 11, 2013 10:08 AM
    Tuesday, June 11, 2013 9:54 AM
    Answerer

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    Hi,

    Please go through this url:

    http://community.dynamics.com/crm/b/billoncrm/archive/2009/10/30/creating-a-dashboard-using-moss-excel-web-services-excel-2007-and-microsoft-crm.aspx#.UbbQ4OdHJQE

    If you find this helpful to you,please vote for my answer. thank you vasubabuk

    Tuesday, June 11, 2013 7:28 AM
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    Hi Garfield,

    Provided you are using OnPrem Dynamics CRM you can add additional data sources to SSRS Reports to get data from other databases.


    Scott Durow
    Blog: www.develop1.net    Follow Me
    Rockstar365  Profile
    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Proposed as answer by HIMBAPModerator Tuesday, June 11, 2013 8:06 AM
    • Marked as answer by KunuChopra Tuesday, June 11, 2013 10:08 AM
    Tuesday, June 11, 2013 7:57 AM
    Answerer
  • Question
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    If you want to access the accountid from the selected record in CRM, the easiest way is probably to:

    Create a very simple parent report, with a dataset based on the query below:

    Select accountid from CRMAF_FilteredAccount

    Create the report that will show the datawarehouse data as a separate report, which takes one parameter - the accountid. Display this as a subreport within the parent, with the acccountid parameter populated by the accountid field from the above dataset

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    • Proposed as answer by VidhiyaM Tuesday, June 11, 2013 9:55 AM
    • Marked as answer by KunuChopra Tuesday, June 11, 2013 10:08 AM
    Tuesday, June 11, 2013 9:27 AM
    Moderator
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    How will MSCRM user be authenticated for datawarehouse report?

    Garfield!!

    Tuesday, June 11, 2013 9:51 AM
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    Hi Garfield,

    You would have to authenticate using some stored credentials on the SSRS server if you were using CRM's report viewer.

    If you linked directly to the SSRS server (providing you are OnPrem and not using Claims Based auth) you could then use Windows Integrated security to use the identity of the calling user to authenticate with the DW.

    hth

    Scott Durow
    Blog: www.develop1.net    Follow Me
    Rockstar365  Profile
    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Proposed as answer by VidhiyaM Tuesday, June 11, 2013 9:55 AM
    • Marked as answer by KunuChopra Tuesday, June 11, 2013 10:08 AM
    Tuesday, June 11, 2013 9:54 AM
    Answerer
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    Thanks alot Scott!!

    Garfield!!

    Tuesday, June 11, 2013 10:08 AM