Building Reports (Report Expert advice much needed, completely lost with this topic, why does MS make everything so complicated!) RRS feed

  • Question

  • Hi,

    Would someone please help point me in the right direction. I am struggling to find out information on what can I use to build reports for CRM ONLINE. Why does MS make everything so complicated..............

    I want to build one page summary of various account info. I found this Youtube video but the guy is using VS 2008 and BIDS (but it looks like it is now decommissioned): http://www.youtube.com/watch?v=pRLSDvlHezk

    I tried the below approach but it did not work:

    Step 1 - download SSDI BI (Business Intelligence for Visual Studio 2012) http://www.microsoft.com/en-us/download/details.aspx?id=36843

    Step 2- download Authoring Extension (Microsoft Dynamics CRM 2013 Report Authoring Extension (with SQL Server Data Tools support) http://www.microsoft.com/en-us/download/details.aspx?id=40343

    It seems I can't install the extension and get fatal errors (is not compatable or did I download wrong one). I am just completely lost, because I was told I need extension to do fetxhXML. Someone suggested to use Report Builder but that seems to be on premises only.

    Please can someone please help me understand what exactly do I need to download to build those bloody reports.. I would very much appreciate it. Thanks so much!


    Monday, March 17, 2014 7:28 PM

All replies

  • Just install microsoft sql server 2012 then install Report Authoring Extension.

    Hope this helps. ----------------------------------------------------------------------- Santosh Bhagat If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Tuesday, March 18, 2014 7:40 AM
  • Two things:
    - download the implementation guide, this has an entire document about Reporting.

    - Report Authoring Extension is only available in 32-bit version, so needs to work with Visual Studio 32 bit edition. I suspect this may be your issue when installing. (you can use this on 64-bit Windows, of course).

    Hope this helps.
    Adam Vero, Microsoft Certified Trainer | Microsoft Community Contributor 2011
    UK CRM Guru Blog

    Tuesday, March 18, 2014 9:53 AM
  • I installed: SQL 2012 Express Edition w/ Advanced Services. I just have 2 questions

    When I loaded it I get questions to choose default environment for Visual Studio 2010 Shell

    1) which default environment would I choose for building reports?
    - Business Intelligence Settings
    - General Development Settings
    - VB Development Settings
    - Visual C# Development settings

    2) Also when I try to install CRM 2013 Report Authoring Extensions I get fatal error. I downloaded it directly from here http://www.microsoft.com/en-us/download/details.aspx?id=40343

    Wednesday, March 19, 2014 2:11 PM
  • *bump* really lost with this one
    Thursday, March 20, 2014 1:25 PM