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Using VS Business Intelligence Development Studio (BIDS) to create, modify and publish reports RRS feed

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    I browse to the report server url for our Dynamics CRM installation e.g. http://myReportServer/Reports

    I view our custom reports and note that the Name column entries are all GUIDs.

    I download a copy of a report I want to modify

    I open VS and create a new BIDS Report Project and add this downloaded RDL file.

    I make my changes.

    1. How then do I "upload" the modified report to CRM please?
    2. Why are all the Names given as GUIDs? Is there not (apart from the Description column/field, something like a Title field?)

    Thanks

    Maz

    Monday, January 12, 2015 8:16 AM

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    For existing:

    1. Open CRM.

    2. Navigate to Reports.

    3. Select Report you want to edit.

    4. Click Edit in Toolbar (dowubleclick doesn't work for reports).

    5. In popped-up windows click Actions-Download Report.

    6. Save report and add it to VS.

    7. Make changes.

    8. Once changes are done do same steps 1-4.

    9. Choose existing file in Choose File dialog.

    10. Click Save.

    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog

    • Marked as answer by MazP Monday, January 12, 2015 9:48 AM
    Monday, January 12, 2015 9:20 AM
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    Hello,

    I would suggest you to use CRM Interface to Export/Import reports from/to CRM.

    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog

    Monday, January 12, 2015 8:35 AM
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    Thanks Andrii. So I am free to use BIDS to create/modify an RDL report correct?

    Can you then go through the CRM UI steps to upload such a report please?

    And any ideas as to the GUIDs versus lack of Titles?

    Maz

    Monday, January 12, 2015 8:45 AM
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    As far as I remember in descriptions you will find correspond names.

    Regarding upload of reports into CRM you should recheck following article - http://edwardsdna.com/2010/03/10/create-a-custom-quote-order-or-invoice-report-for-your-customers/ (it was written for CRM 4.0 but approach remains the same).

    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog

    Monday, January 12, 2015 8:54 AM
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    Thanks Andrii.

    OK I can see how that article works for  a new report, but how do you edit an existing one?

    And I am working from this article http://msdn.microsoft.com/en-gb/library/gg328302(v=crm.5).aspx  (Create Custom Reports Using Business Intelligence Development Studio) for CRM 2011

    Maz

    Monday, January 12, 2015 9:00 AM
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    For existing:

    1. Open CRM.

    2. Navigate to Reports.

    3. Select Report you want to edit.

    4. Click Edit in Toolbar (dowubleclick doesn't work for reports).

    5. In popped-up windows click Actions-Download Report.

    6. Save report and add it to VS.

    7. Make changes.

    8. Once changes are done do same steps 1-4.

    9. Choose existing file in Choose File dialog.

    10. Click Save.

    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog

    • Marked as answer by MazP Monday, January 12, 2015 9:48 AM
    Monday, January 12, 2015 9:20 AM
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    That's great. Thanks very much Andrii.

    Maz

    Maz

    Monday, January 12, 2015 9:48 AM