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Error while scheduling a report in MS CRM 4 RRS feed

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    Hi Guys,

    I have 2 questions related to this query.

    1. When I'm scheduling a report an error is thrown which says " Operation Failed: One or more steps in the request to create or update the snapshot or schedule failed". I tried researching in the net and came across roll up 2 which needs to be installed to resolve the issue however in my case I've roll up 4 installed in the server. Can anyone advice me?

    2. Once the reports are generated on the scheduled time is there a provision where it can be sent automatically to a defined email address instantly perhaps by using a workflow?

    Thanx
    Prince
    Thursday, June 18, 2009 3:15 PM

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    I think there might be a bit easier way to get this done.

    Go to the Reports section of CRM and select the drop down actions button.  Select Schedule a Report or something similar I am not looking at the application right now.  CRM will create a copy of the report on the report server that you can use for Subscriptions.

    Go to your Report server and select My Subscriptions.  Complete the fields on the form by adding e-mail recipients, Report name, scheduling information, file type, etc.  I generally send the report using the Excel option and that usually works well for most.

    That should do it.
    Best Regards, Donna
    Wednesday, July 8, 2009 4:56 PM

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    Prince -

    I do not have a good resolution to your first question but I can give you some options with yoru second inquiry.

    You might be able to get soemthing to work from within CRM by scheduling snapshots and maybe catching it within workflwo to send and e-mail out but I have not researched that route.

    Since Microsoft CRM users SSRS as its reporting enging you can easily do this within SSRS. 

    The drawbacks are:
    1.  You cannot see from within CRM that it is set to E-mail out Daily,Weekly or Monthly.
    2.  You have to hardcode a users credentials into the report to get it to run
    3.  When users view the reports (like CRM Scheduled reports) their CRM security is not enforced. They see whatever was shown when the report was generated by who's credentials used to runt eh report.

    The sets to make this happen are pretty simple, the SSRS can help with teh details, here are teh high level steps:
    1.  Load a second copy of the report you want to schedule into CRM. (or just load it into SSRS, we tend to load into CRM with a name of "Scheduled-Standard name of the report")
    2. When loading the report change who has access to teh report if you want so only those who shoudl see all the data can access that report.  Simplest way is to jsut loa dinto SSRS and not show in CRM and lock down in SSRS. if security is not a problem with this report then just load it in CRM normally.
    3. Go into SSRS nad select edit on the report.
    4. Change the connection string to use stored credentials for running the report.
    5. In SSRS schedule the report to run and be e-mailed out based on the schedule you want.
    6. Test that it sends out correctly and you are finished.

    I hope that helps

    -Hoss Hostetler
    "If it ain't broke, Modify It! If it is broke, Time to upgrade!"
    Monday, June 22, 2009 5:16 PM
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    Hi Hoss,

    Thanx for your response. Can you elaborate a little bit more upon your solution. I'm a bit new to the ssrs side....

    1.  Load a second copy of the report you want to schedule into CRM. (or just load it into SSRS, we tend to load into CRM with a name of "Scheduled-Standard name of the report")

    Ok i'll retrieve a copy of the report in pdf. How to load it into SSRS?

    2. When loading the report change who has access to teh report if you want so only those who shoudl see all the data can access that report.  Simplest way is to jsut loa dinto SSRS and not show in CRM and lock down in SSRS. if security is not a problem with this report then just load it in CRM normally.
    PLS explain how to load in crm?

    3. Go into SSRS nad select edit on the report.
    How to achieve that?

    4. Change the connection string to use stored credentials for running the report.
    Do I have to write a code for that if so can you show me a sample code for it?

    5. In SSRS schedule the report to run and be e-mailed out based on the schedule you want.
    I can schedule the report to be generated but how to email it?

    6. Test that it sends out correctly and you are finished.

    Thanx
    Prince

    Wednesday, July 8, 2009 9:51 AM
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    I think there might be a bit easier way to get this done.

    Go to the Reports section of CRM and select the drop down actions button.  Select Schedule a Report or something similar I am not looking at the application right now.  CRM will create a copy of the report on the report server that you can use for Subscriptions.

    Go to your Report server and select My Subscriptions.  Complete the fields on the form by adding e-mail recipients, Report name, scheduling information, file type, etc.  I generally send the report using the Excel option and that usually works well for most.

    That should do it.
    Best Regards, Donna
    Wednesday, July 8, 2009 4:56 PM
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    Dear Donna,

    I am a bit new to this reporting concept. Hence can you tell me where can I find the report server and the relative subscriptions. This is really important for me so would certainly appreciate if you can guide me.


    Thank You

    Regards
    Prince
    Thursday, July 16, 2009 6:42 AM
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    Hi Prince,

    You should be able to find your report server at http://nameOfYourReportServermachine/reports
    In the upper right hand corner of the browser window, select the button Show Details
    Select the link to your CRM reports (it will be the name of your CRM organization
    Select the 4.0 link
    This will give you a list of reports in your Report Server

    Scroll through the list and find the report that was created when you went to your CRM application, selected the report and selected the action to Schedule Report.  The report should show as a New Report with some information about it being a scheduled report.
    To the left of the report select the Properties icon which is a small hand holding a piec of paper
    Go to the Subscriptions tab and select New Subscriptions
    Complete the information in the form according to how you would like the report scheduled, delivered, etc.

    I am going to try and blog about this soon with screenshots so check back.  I'll try to get it done this week.
    Best Regards, Donna
    Thursday, July 16, 2009 12:08 PM
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    Hi Donna,

    I followed your instructions for which I had to type http://localhost/reportserver.
     I clicked on CRM organization->It shows me a list of all existing native reports but it doesnt show the reports created by me and also a link to  "4.0" in the list. I click on the 4.0 link and it takes me to a page with a list of guids. If i click one of the guid it takes me to page where it asks for login name and password. If I give my sql login name and password or crm login name and password, this is the message crm throws -


    • An error has occurred during report processing. (rsProcessingAborted)
      • Cannot create a connection to data source 'CRM'. (rsErrorOpeningConnection)
        • Guid should contain 32 digits with 4 dashes (xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx)
        • .

    Please advice

    Thanx in advance

    Regards
    Prince

    Friday, July 17, 2009 10:38 AM
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    Hi Prince,

    You are in the Report Server admin area.  Rather than http://localhost/reportserver, go to http://localhost/reports The page will have a different look from the one you previously hit and you will see the show details button in the upper right of the window

    Best Regards, Donna
    Friday, July 17, 2009 12:32 PM
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    Hi Donna,

    Thanx a lot , now I can see all that you had explained through the above mentioned link.

    In the subscription phase where can I register the report or where can I define the email id where the report should be sent automatically as per the schedule which I give as I dont see e-mail recipients field here. Because my whole objective is that if the report is generated at the predefined time , it needs to be delivered automatically to a predefined email id.

    What should I define in the "Path' field.

    Thanx a lot in advance.

    Regards
    Prince
    Friday, July 17, 2009 4:23 PM
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    Hi Prince,

    I just finished the complete blog on how to generate Report Subscriptions.  This will provide the information you want.  I hope this answers all your questions.

    Best Regards, Donna
    Friday, July 17, 2009 4:30 PM
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    Hi Donna,

    I have opened a new thread, can you please refer the following link and if possible address it.

    http://social.microsoft.com/Forums/en-US/crmdevelopment/thread/9bc93685-e12b-465e-94a6-f66ef977e6df


    Would certainly appreciate.

    Thanx in advance.

    Regards
    Prince
    Sunday, August 2, 2009 6:46 PM