In my previous post I discussed a Mail-merge alternative: Reports exporting to Word files. The reports downloaded in that approach do not support any pre filtering as CRM reports would allow you to set. It would be great if that can be set as well. This post describes how to do that.The reports created in CRM or for CRM do support the prefiltering. In custom created reports this is added by
Showing posts with label reports. Show all posts
Showing posts with label reports. Show all posts
Friday, 16 January 2009
Mail-merge alternative: Reports exporting to Word files
Posted on 05:11 by Unknown
CRM 4.0 does offer a lot of new features regarding mail merge, but not all situations are supported by the new features. You can look into 3rd party tools like C360 / MSCRM-Addons or Temptus Wordconnect, but a totally different approach is to use the Reporting Services. This post will dive into how to use Reporting Services to generate word documents.You can create any report in CRM by using the
Log In Name and Password required by Report Server
Posted on 04:44 by Unknown
You can view the CRM reports in Reporting Services by browsing to http://YourReportingServer/ReportServer/. There you should select your organization, select 4.0 and select a report. At that moment you might be asked for a Log In Name and a Password as seen in the image.This behavior appears when you have installed the SRS Data Connector because your deployment contains a separate server for SQL.
Thursday, 18 December 2008
Dynamics CRM Report Modification Walkthrough
Posted on 01:11 by Unknown
There are quite some reports in the out of the box installation of Dynamics CRM 4.0, but these sometimes do not match the exact business requirements. Also the reports which can be created by using the Dynamics CRM Report Builder Wizard cannot contain complex calculations or information of more than two entities. When you do export one of these reports and try to edit this in Visual Studio, then
Friday, 4 July 2008
Creating an activity report which includes the related people
Posted on 03:06 by Unknown
In an activity CRM grid, it is not possible to add attributes from the activity type (letter, phonecall etc) itself. The fields to and from on the entities phonecall, letter, fax are therefore not eligable for addition on the CRM grid. It would be very useful to see those though. The same is valid for the to, cc and bcc in email and required and optional attendees in appointments. In this post I
Transform a table column into a CSV field in SQL Server
Posted on 02:52 by Unknown
Imagine that you want to use a related table in your SQL query. You then must return only a single column or otherwise you'll get this SQL error:Msg 512, Level 16, State 1, Line 2Subquery returned more than 1 value. This is not permitted when the subquery follows =, !=, <, <= , >, >= or when the subquery is used as an expression.What I like to do, is to transform the result table column into a
Thursday, 19 April 2007
Tips on using the publishreports executable
Posted on 06:55 by Unknown
Update: see the bottom for a solution to be able to use the filter in the report!Some days ago I posted an article around how to move reports from a server to another server in the development process. Now I've been working with it, I can share some tips.The first tip is on how to publish the reports. How does the publishreports.exe know where to find the publish.config and the reports? This
Thursday, 12 April 2007
Copying CRM Reports
Posted on 02:34 by Unknown
You will need to copy reports from a server to another server when you're working on a CRM project, right? From development to test, from test to staging, from staging to production. Usually I do add the reports to a release package and describe in the deployment manual how to deploy the reports and how to set the filter, categories etc.Until today. Since today I will do this completely different
Thursday, 9 November 2006
Reporting services on another machine
Posted on 05:29 by Unknown
The database server doesn't have to be running on the same server as the CRM application itself. If you follow the installation guide, then everything should work fine. But... Avanade has done this for several clients and sometimes it appears that the reporting might not work. The error message will be:“An error has occurred. For more information, contact your system administrator”or"error 401 –
Friday, 1 September 2006
Reporting PreFilter
Posted on 02:06 by Unknown
Right now I'm digging into reports more and more. I have encountered some troubles and here are some hands on experience tips.Getting startedSo... I want a report. What now?First of all go to this url: http://www.microsoft.com/dynamics/crm/using/customizing/reporttutorial.mspxYou'll find a tutorial here named "Create a report in 15 minutes or less". This is the place to start.Then take a look at
Tuesday, 27 June 2006
CrmException: Exception of type Microsoft.Crm.CrmException was thrown
Posted on 08:08 by Unknown
Time for a new fix for a common problem.When uploading a report you might get an error message. If this error message is:NullReferenceException: Object reference not set to an instance of an object.]Microsoft.Crm.Reporting.SRSReport.convertDataSource(CrmContext context) +115Microsoft.Crm.Reporting.SRSReport..ctor(String name, String description, String xmlContent, String showin, String
Tuesday, 24 January 2006
Quick create export functionality
Posted on 04:37 by Unknown
Serveral of my customers are asking for an export functionality to Excel or CSV. Have you ever experienced that? If so, how did you create that?Let me tell you my solution. MS CRM 3.0 does offer SQL Reporting Services for Reporting. The reports which are generated can be exported to Excel and CSV. With a little bit of tuning, you can even render a report into one of these formats, without
Wednesday, 23 November 2005
SRS and MSCRM (1.2) on 1 server
Posted on 07:57 by Unknown
The people who have tried to install both SRS and MSCRM on the same server within the same website in IIS, they must know the message:Server Error in '/Reports' Application.--------------------------------------------------------------------------------Configuration ErrorDescription: An error occurred during the processing of a configuration filerequired to service this request. Please review
Thursday, 21 July 2005
MS SQL Reporting Services Reports for MSCRM including basic security
Posted on 03:50 by Unknown
Microsoft CRM is using Crystal Reports for reporting purposes. This works pretty fine as long as you do not want to modify reports or create your own reports. Crystal will then become very slow if you are working with thousands of records in your database. You could tweak Crystal, but instead, you could also take a look at MS SQL Reporting Services (SRS). Microsoft has released a report pack for
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