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Introduction
Greetings, readers! Are you struggling to generate reports on MS Dynamics CRM without the right tools? In this article, we’ll be discussing how to create an SSRS report for MS Dynamics CRM with user-supplied parameters. We’ll also cover the benefits of using SSRS in CRM and explain how to design a report. By the end of this article, you’ll have a good understanding of how to generate customized reports in MS Dynamics CRM.
The Benefits of Using SSRS in CRM
Before we dive into the details of creating an SSRS report, let’s first understand why it’s a valuable tool. Here are some of the benefits of using SSRS in MS Dynamics CRM:
| Benefits | Description |
|---|---|
| Customizable | SSRS allows you to design custom reports that match your organization’s requirements. |
| Efficient | Generating reports with SSRS is faster and more efficient than using native CRM reporting tools. |
| Flexible | You can create reports that have multiple data sources and customize the layout of the report. |
Designing a Report with SSRS
When designing a report with SSRS, there are a few things to keep in mind. Here are some tips:
Creating an SSRS Report for MS Dynamics CRM with User Supplied Parameters
Step 1: Define the Report
Before you begin creating the report, define the scope and requirements. What data do you need to include? Who is the audience for the report? What are the delivery options?
Step 2: Connect to the CRM Data Source
Once you’ve defined the report, you need to connect to the CRM data source. This can be done in the “Data Sources” tab under “Report Data” in the SSRS design view. Enter the connection string and credentials to connect to the CRM database.
Step 3: Create a Dataset
After connecting to the data source, create a dataset that will contain the data for the report. This can be done in the “Data Sets” tab under “Report Data” in the SSRS design view. Enter the SQL query that retrieves the necessary data.
Step 4: Add Report Parameters
Report parameters allow users to input data dynamically. In the “Report Data” section, click on “Parameters” to add parameters to the report. Define the parameter type and data type, as well as any available values.
Step 5: Add a Tablix
A tablix is a combination of a table and a matrix. It allows you to summarize data in a row and column format. Add a tablix to the report and map the dataset fields to the rows and columns.
Step 6: Customize the Report Layout
After adding the tablix, customize the report layout to match your organization’s requirements. You can add headers, footers, and logos, as well as format the data in the tablix.
Step 7: Preview and Test the Report
Before publishing the report, preview and test it to ensure that it meets the requirements. Run the report in the design view and test the report parameters to ensure that the data is accurate.
Frequently Asked Questions (FAQs)
1. What is SSRS?
SSRS stands for SQL Server Reporting Services. It is a server-based report generation software system developed by Microsoft.
2. Why is SSRS better than standard CRM reporting tools?
SSRS allows for more customization and flexibility when generating reports. It is also more efficient and faster than using standard CRM reporting tools.
3. How do I connect to the CRM data source in SSRS?
You can connect to the CRM data source by entering the connection string and credentials in the “Data Sources” tab under “Report Data” in the SSRS design view.
4. What is a dataset in SSRS?
A dataset is a set of data that is retrieved from a specific data source. It contains the fields and rows that are used to generate a report.
5. How do I add report parameters in SSRS?
You can add report parameters by clicking on “Parameters” in the “Report Data” section. Define the parameter type, data type, and available values.
6. What is a tablix in SSRS?
A tablix is a combination of a table and a matrix. It allows you to summarize data in a row and column format.
7. How do I customize the report layout in SSRS?
You can customize the report layout by adding headers, footers, and logos, as well as formatting the data in the tablix.
8. Can I generate reports from multiple data sources?
Yes, you can generate reports from multiple data sources in SSRS.
9. How do I test the report in SSRS?
You can test the report by running it in the design view and testing the report parameters to ensure that the data is accurate.
10. Can I schedule reports to run automatically in SSRS?
Yes, you can schedule reports to run automatically in SSRS.
11. What are the benefits of user-supplied parameters in SSRS?
User-supplied parameters allow users to input data dynamically, making the report more customizable and user-friendly.
12. Can I export reports in multiple formats with SSRS?
Yes, you can export reports in multiple formats with SSRS, including PDF, Excel, and Word.
13. How do I publish the report in SSRS?
You can publish the report by deploying it to the SSRS server or by saving it to a shared network folder.
Conclusion
In conclusion, we hope this article has been informative and helpful in understanding how to create an SSRS report for MS Dynamics CRM with user-supplied parameters. By following these steps, you can generate customized reports that match your organization’s requirements. We encourage you to explore SSRS further and experiment with different report designs. Happy reporting!
Closing Disclaimer
The information provided in this article is for educational purposes only. The author and publisher are not responsible for any errors or omissions or for any actions taken based on the information provided. Always consult with a qualified professional for advice on specific situations.
