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CRM 4.0 reports in Sharepoint RRS feed

  • Question

  •  

    Hi all,

     

    I have to make CRM 4.0 integration with Sharepoint.My manager want to see CRM reports in Sharepoint.Have ideas?

     

    thanks Smile

    Monday, July 14, 2008 11:25 AM

Answers

  • When you say he wants to see CRM reports in Sharpoint, do you mean that he wants to see them on a sharepoint page, like a dashboard, or he wants to see the report files in a sharepoint library?

     

    SRS can be integrated with Sharepoint so that Sharepoint becomes your report manager; however, CRM does not support this.  For reporting from CRM to work, you have to have your SQL Reporting Services set to not be sharepoint integrated.

     

    You can display crm reports in Sharepoint web parts to create a dashboard of CRM data.  Here is a post detailing the process that we use: http://blog.customereffective.com/blog/2007/06/srs-microsoft-s.html

     

    Note that you cannot use the latest SharePoint report viewer web part, as it requires Sharepoint Integrated SRS mode (which CRM does not support)  The 2.0 web part works fine, and is included in SQL 2005.

     

    Another thing that you could do is to put a page viewer web part on a sharepoint site and make the URL for that webpart the URL of the reports entity view in CRM.  If you go in CRM and hit reports, at to top of the view, click actions, then copy view of current view.  As long as your manager is a CRM user, he will be able to see the reports from SharePoint.

     

    Another thought is to store scheduled reports in a sharepoint document library.  In CRM you schedule reports to run (select a report from the list, hit actions, schedule reports).  This creates a new copy of the report.  Then, in SRS manager, you can subscribe to have the report emailed to you.  If you email enabled a sharepoint document library, you could subscribe to the report using the email address of the document library, and then the snapshots of the reports would be stored in that library.

     

    Monday, July 14, 2008 11:42 AM
    Moderator

All replies

  • When you say he wants to see CRM reports in Sharpoint, do you mean that he wants to see them on a sharepoint page, like a dashboard, or he wants to see the report files in a sharepoint library?

     

    SRS can be integrated with Sharepoint so that Sharepoint becomes your report manager; however, CRM does not support this.  For reporting from CRM to work, you have to have your SQL Reporting Services set to not be sharepoint integrated.

     

    You can display crm reports in Sharepoint web parts to create a dashboard of CRM data.  Here is a post detailing the process that we use: http://blog.customereffective.com/blog/2007/06/srs-microsoft-s.html

     

    Note that you cannot use the latest SharePoint report viewer web part, as it requires Sharepoint Integrated SRS mode (which CRM does not support)  The 2.0 web part works fine, and is included in SQL 2005.

     

    Another thing that you could do is to put a page viewer web part on a sharepoint site and make the URL for that webpart the URL of the reports entity view in CRM.  If you go in CRM and hit reports, at to top of the view, click actions, then copy view of current view.  As long as your manager is a CRM user, he will be able to see the reports from SharePoint.

     

    Another thought is to store scheduled reports in a sharepoint document library.  In CRM you schedule reports to run (select a report from the list, hit actions, schedule reports).  This creates a new copy of the report.  Then, in SRS manager, you can subscribe to have the report emailed to you.  If you email enabled a sharepoint document library, you could subscribe to the report using the email address of the document library, and then the snapshots of the reports would be stored in that library.

     

    Monday, July 14, 2008 11:42 AM
    Moderator
  • Hi,

     

    Thanks for replySmile It is really usefull.

     

     

    Tuesday, July 15, 2008 5:50 AM