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Integrate SSRS Report with CRM RRS feed

  • Question

  • I have created a report in SSRS that fetches Opportunity data along with some counts and shows in a tabular format. When I upload the RDL file in CRM and run the report I'm getting all the opportunities available in database. I'm using a stored procedure to read the data and using Filtered Views to extract the information. It seems, the issue is with the user under which report is running. It looks like report is running under CRM App Pool user's context. As this user is System Administrator I'm getting all the records. Is there any way we can pass logged in user's User ID to report OR make report run under logged-in user's context?

    Thank you

    Thursday, October 21, 2010 11:16 AM

Answers

  • Perhaps you need to review the infomation in this KB:

    http://msdn.microsoft.com/en-us/library/bb955097.aspx

    It covers the permissions and Privileges required as well as how to publish the reports.


    Jeff Loucks | Available Technology | 888-474-2237 | http://msmvps.com/blogs/jeffloucks
    • Proposed as answer by Jeff Loucks Thursday, October 21, 2010 11:59 AM
    • Marked as answer by Jim Glass Jr Monday, October 25, 2010 4:30 PM
    Thursday, October 21, 2010 11:59 AM
  • Hello,

    This behavior is expected since you use windows authenticaton. See if you are using SQL authentication because it is not supported.

    Another thing is that your reporting services service should run under nt authority\network service account.

    []´s


    Carlos Amorim Junior
    "Colabore! A comunidade precisa de você."
    http://www.dynamicscrm.com.br
    Thursday, October 21, 2010 12:23 PM

All replies

  • Sonuli,

    There are certain things that you must do in order to get Dynamics CRM 4 reports to run under the user account of the current user - I suggest that you read the Report Writer’s guide in the SDK (http://msdn.microsoft.com/en-us/library/bb955081.aspx) – and also download one of the out of the box reports rdl and take a look at how they work.

    Scott

    Thursday, October 21, 2010 11:41 AM
    Answerer
  • Perhaps you need to review the infomation in this KB:

    http://msdn.microsoft.com/en-us/library/bb955097.aspx

    It covers the permissions and Privileges required as well as how to publish the reports.


    Jeff Loucks | Available Technology | 888-474-2237 | http://msmvps.com/blogs/jeffloucks
    • Proposed as answer by Jeff Loucks Thursday, October 21, 2010 11:59 AM
    • Marked as answer by Jim Glass Jr Monday, October 25, 2010 4:30 PM
    Thursday, October 21, 2010 11:59 AM
  • Hello,

    This behavior is expected since you use windows authenticaton. See if you are using SQL authentication because it is not supported.

    Another thing is that your reporting services service should run under nt authority\network service account.

    []´s


    Carlos Amorim Junior
    "Colabore! A comunidade precisa de você."
    http://www.dynamicscrm.com.br
    Thursday, October 21, 2010 12:23 PM
  • I think I found a solution. If I use the stored procedure to get the data, it is running under CRM App Pool user's account. This user is system administrator in CRM so it is returning all the data. I've created one more data source in the report and I'm getting logged in user's User ID (GUID) from this connection using inline query. This GUID I'm passing it to stored procedure and there I'm setting User's Context.

    Thank you !!

    Monday, October 25, 2010 4:04 PM
  • Hi CRM Junky,

    I need to display the username on the SSRS report who runs it from CRM. I understand I have to pass user ID (GUID) from CRM.  How did you use inline query to retrieve logged in user's userID from CRM? Could you please provide syntax of inline query?

    Many thanks in advance.

    Amit

    Thursday, March 8, 2012 12:31 AM