Book Image

Microsoft Dynamics CRM 2011 Reporting

By : Damian Hernan Sinay
Book Image

Microsoft Dynamics CRM 2011 Reporting

By: Damian Hernan Sinay

Overview of this book

All of the data entered into a CRM means nothing if it is unable to report the important information to our managers and executives in such a way that they can easily and quickly get the results they need. A better reporting system would enable them to make the necessary improvements to the processes that any business needs in a dynamic business world.For users and developers wishing to take advantage of using the report capabilities of Dynamics CRM, this is the book for you. Microsoft Dynamics CRM 2011 Reporting is a practical and excellent reference guide that provides you with a number of different options you can use to create and empower the Reporting capabilities of Dynamics CRM. This will give you a good grounding in using the reports in your Dynamics CRM 2011 implementations. This book looks at all the different options we can use to create reports in Dynamics CRM 2011, starting with SQL Reporting Services and custom reports, created in either CRM Report Wizard, SQL Report Builder, or Visual Studio. It will also show other options we can use such as dashboards, charts, and different ways to optimize and automate reports.We will also learn how to build our own reports either using the different wizards for basic reports or using Visual Studio for more complex reports. We will explore the options mobile CRM users have who want to run and see reports on these mobile devices.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 Reporting
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Common failures in SSR authentication


Dynamics CRM uses its own authentication method that can be either of the following:

  • Windows authentication

  • Claims-based authentication

  • Office 365 for CRM online

Once the user is authenticated on CRM, we don't want to request authentication again to run a report that is running on a separate server; that is why the CRM Reporting extensions need to be installed. What happens is that the CRM needs to authenticate the user against SQL Reporting Service in order to allow report execution. This process is also called a double-hop authentication. If this is not properly configured, we might receive an error, The report cannot be displayed. (rsProcessingAborted), as shown in the following screenshot:

Sometimes, we might also get an error such as The report cannot be displayed. (rsInvalidDataSourceReference). If this happens, we need to be sure that our report is pointing to the right data source. When developing reports with Visual Studio (or with Report Builder...