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How to make Grid Record's Selection based SSRS Report in CRM 2011 on premise ? RRS feed

  • Question

  • Hello,

    I want to create a SSRS report on record selection based criteria.

    Means on Account Grid, if i select some accounts and goto Run Report ribbon button, i want to create report on those selected accounts.

    I tried some links through FetchXML base reports but it is giving me error while making DataSource and at connection time.

    Let me know if there is any other way to do this.


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    Monday, July 22, 2013 5:38 AM

Answers

  • Hi, did you manage to get this working? If you wanted to keep using SQL instead of FetchXML, that link I posted earlier describes how to perform the same prefiltering in SQL:

    http://msdn.microsoft.com/en-us/library/bb955092.aspx

    Paul


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    • Marked as answer by DynamicsCRM31 Monday, August 19, 2013 6:31 AM
    Sunday, August 4, 2013 10:44 AM
  • Hi Milan,

    Are you passing the user name and password? Please provide the user name and password as well. When we deploy the report to CRM it takes the credential of the Logged in user who is running the report.

    Please refer this blog.

    https://community.dynamics.com/ax/b/axfortechies/archive/2011/04/14/microsoft-dynamics-crm-2011-fetch-xml-based-custom-reports.aspx#.UgDElyS3QdU

    Thanks!

    Kalim Khan

    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    • Marked as answer by DynamicsCRM31 Monday, August 19, 2013 6:32 AM
    Tuesday, August 6, 2013 9:43 AM

All replies

  • Hey, take a look at this blog post which explains how to make your report show up under the 'Selected Records' option when running the report (note that you may need to delete and recreate the report if prefiltering was not already added):

    http://www.magnetismsolutions.com/blog/paulnieuwelaar/2011/12/18/Run_Fetch_XML_Report_on_Selected_Record_in_Dynamics_CRM_2011.aspx

    Hope that helps

    Paul


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    Monday, July 22, 2013 6:50 AM
  • Hello Paul,

    Thanks.

    But i think this Fetch XML based reports are not supported in On-Premise ,it is working for online. May i correct ?

    So ,your provided link will not work as i had already tried that and found above truth.

    I found something about SQL FilteredViews for on-premise version.

    If you know anything about this then please let me know.


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    Tuesday, July 23, 2013 5:16 AM
  • Fetch XML reports work both online and onpremise, however if you want to use a SQL report then you can achieve the same prefiltering using:

    http://msdn.microsoft.com/en-us/library/bb955092.aspx

    Hope that helps

    Paul


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    Tuesday, July 23, 2013 5:58 AM
  • In my casefor FetchXML, when i am creating DataSet and passing my CRM url as connection string ,it does not connect with crm.

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    Tuesday, July 23, 2013 6:09 AM
  • Hmm make sure the connection string is in the format:

    http://servername/orgname; orgname


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    Tuesday, July 23, 2013 6:16 AM
  • I have passed in the same way. Gives me following error.

    "The connection to server "http://<<myserver>>/XRMServices/2011/Discovery.svc" could not be established. Make sure that the connection string and credentials are correct, and try again."

    Though my connection string and Credential (CRM user Credentials) are correct.


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    • Edited by DynamicsCRM31 Tuesday, July 23, 2013 6:24 AM Error Description
    Tuesday, July 23, 2013 6:23 AM
  • Hi, did you manage to get this working? If you wanted to keep using SQL instead of FetchXML, that link I posted earlier describes how to perform the same prefiltering in SQL:

    http://msdn.microsoft.com/en-us/library/bb955092.aspx

    Paul


    If my response helped you find your answer please show your thanks by taking the time to "Mark As Answer" and "Vote As Helpful".

    Twitter LinkedIn Facebook Blog Magnetism

    • Marked as answer by DynamicsCRM31 Monday, August 19, 2013 6:31 AM
    Sunday, August 4, 2013 10:44 AM
  • Hi Milan,

    Are you passing the user name and password? Please provide the user name and password as well. When we deploy the report to CRM it takes the credential of the Logged in user who is running the report.

    Please refer this blog.

    https://community.dynamics.com/ax/b/axfortechies/archive/2011/04/14/microsoft-dynamics-crm-2011-fetch-xml-based-custom-reports.aspx#.UgDElyS3QdU

    Thanks!

    Kalim Khan

    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    • Marked as answer by DynamicsCRM31 Monday, August 19, 2013 6:32 AM
    Tuesday, August 6, 2013 9:43 AM
  • Hi Milan,

    you have to consider some more points for your issue.

    Make sure:

    1. You're using correct protocol. HTTP/HTTPS
    2. Your unique org name is correct - you'll find it at Settings / Customizations / Developer Resources / Organization Unique Name
    3. That in the Credentials tab of Data Source Properties supplied valid Username and Password.
    4. check the machine's clock time. make sure its correct.

    Thanks!

    Kalim Khan

    If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Tuesday, August 6, 2013 10:27 AM