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Updated SRS Report for Project

December 22, 2010 Leave a comment

Forgot how I did this so I’m bloggin it:

1) Login to remote system with A.D. credentials that will allow you to run a CRM FilteredQuery Report

2) Open CRM and Edit Report from CRM
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3) Download Report to a local location (e:\dev\custom reports)

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3) Launched Report Builder 2.0

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4) Update the DataSet1 query
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5) Connect to database using SQL Server Management Studio on remote machine and connect with Windows credentials. This will allow you to run the CRM Filtered query successfully.

6) Copy – Paste query into New Query Window in SQL Server Management Studio

7) Adjust query till it is what you want

8 ) Save the query back into the Report.

9) I had to change the Data Source in the report to a embedded one. This allowed the new DataSet fields to refresh (I had a problem with my reports using the CRM shared connection)

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10) Uploaded the new .rdl report in CRM

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10a) If CRM throws an error, there is something wrong with the report. Go back to Report Builder and fix it.

11) Made sure the ‘Administration > ‘Viewable By’ was set to Organization

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DONE.

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Categories: CRM, SRS Reports