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Introduction
Welcome to this guide on how to configure SRS reports connector for CRM. The Connector for Microsoft SQL Server Reporting Services (SRS) enables CRM users to run reports in CRM that are hosted on an SRS server. In this guide, we will take a detailed look at how to configure SRS reports connector for CRM.
This guide will walk you through the process of setting up the SRS reports connector for CRM, and provide you with step-by-step instructions on how to configure the connector. Additionally, we have included a comprehensive FAQ section that addresses some of the most frequently asked questions about the SRS reports connector for CRM.
By the end of this guide, you will have a solid understanding of how to set up and configure the SRS reports connector for CRM, and you will be able to take advantage of all the benefits that come with using this powerful tool.
What is the SRS reports connector for CRM?
The SRS reports connector for CRM is a tool that allows CRM users to run reports that are hosted on an SRS server. This tool is particularly useful for organizations that have invested heavily in building a reporting infrastructure on the SRS platform.
The connector allows organizations to leverage their existing investment in SRS reporting while still being able to take advantage of the many benefits of using CRM. The SRS reports connector for CRM makes it easy to run reports directly from within the CRM platform, without the need to switch between different applications.
What are the benefits of using the SRS reports connector for CRM?
There are many benefits to using the SRS reports connector for CRM. Some of the key benefits include:
| Benefit | Description |
|---|---|
| Centralized reporting | The SRS reports connector for CRM allows organizations to centralize their reporting infrastructure, making it easier to manage and maintain. |
| Easy access to reports | The connector makes it easy for CRM users to access reports directly from within the CRM platform. |
| Single sign-on | Credentials for the SRS server can be automatically passed from CRM, enabling single sign-on. |
| Enhanced reporting capabilities | The SRS platform provides a rich set of reporting capabilities that can be leveraged within CRM. |
How to configure SRS reports connector for CRM
Step 1: Install the Connector
The first step in configuring the SRS reports connector for CRM is to install the connector on the SRS server. To do this, follow these steps:
Step 1: Download the connector from the Microsoft website.
Step 2: Run the installation wizard and follow the prompts to install the connector.
Step 3: Once the installation is complete, restart the SRS server.
Step 2: Configure the Connector
After installing the connector, the next step is to configure the connector. To do this, follow these steps:
Step 1: Open the CRM web application.
Step 2: Navigate to Settings > SRS Data Connector.
Step 3: Click on the “Add New” button to create a new SRS data connector.
Step 4: Enter the necessary information, including the SRS server URL, the SRS folder path, and the SRS report server credentials.
Step 5: Click the “Test Connection” button to verify that the connection to the SRS server is successful.
Step 6: Click the “Save” button to save the SRS data connector.
Step 3: Add the Connector to CRM Reports
Once the SRS data connector has been created, the final step is to add the connector to CRM reports. To do this, follow these steps:
Step 1: Open the CRM web application.
Step 2: Navigate to the Reports section.
Step 3: Click on the report that you want to add the SRS data connector to.
Step 4: Click the “Edit” button to edit the report.
Step 5: In the Report Properties section, select “Data Sources”.
Step 6: Click the “Add” button to add a new data source.
Step 7: Select the SRS data connector that you created in Step 2.
Step 8: Click the “Save” button to save the changes to the report.
FAQs
Q: Can I use the SRS reports connector for CRM with any version of CRM?
A: The SRS reports connector for CRM is compatible with CRM 2013 and later versions.
Q: Do I need to have an SRS server to use the SRS reports connector for CRM?
A: Yes, you will need to have an SRS server to use the SRS reports connector for CRM.
Q: Can I use the SRS reports connector for CRM with an on-premises deployment of CRM?
A: Yes, the SRS reports connector for CRM can be used with both on-premises and online deployments of CRM.
Q: Will I need to configure the SRS reports connector for each report?
A: No, once the SRS data connector has been configured, it can be added to any report in CRM that uses an SRS data source.
Q: Can I use the SRS reports connector for CRM with custom reports?
A: Yes, the SRS reports connector for CRM can be used with custom reports, as long as the reports are hosted on an SRS server.
Q: Can I use the SRS reports connector for CRM with reports that use SQL Server authentication?
A: Yes, the SRS reports connector for CRM supports both Windows and SQL Server authentication.
A: Yes, the SRS reports connector for CRM is compatible with SharePoint Server.
Q: Can I use the SRS reports connector for CRM with non-Microsoft reporting tools?
A: No, the SRS reports connector for CRM is designed specifically to work with the Microsoft SQL Server Reporting Services platform.
Q: Can I use the SRS reports connector for CRM with Power BI?
A: Yes, the SRS reports connector for CRM can be used with Power BI, as long as the reports are hosted on an SRS server.
Q: Do I need to have Administrator privileges to configure the SRS reports connector for CRM?
A: Yes, you will need to have Administrator privileges on both the SRS server and the CRM server to configure the SRS reports connector for CRM.
Q: Can I configure the SRS reports connector for CRM from a remote computer?
A: Yes, you can configure the SRS reports connector for CRM from a remote computer as long as you have the necessary permissions.
Q: Can I use the SRS reports connector for CRM to access reports from multiple SRS servers?
A: Yes, you can configure the SRS reports connector for CRM to access reports from multiple SRS servers.
Q: Is there a limit to the number of SRS data connectors that can be added to CRM?
A: No, there is no limit to the number of SRS data connectors that can be added to CRM.
Q: Can I use the SRS reports connector for CRM with Dynamics 365?
A: Yes, the SRS reports connector for CRM can be used with Dynamics 365.
Q: Can I use the SRS reports connector for CRM with multiple instances of CRM?
A: Yes, the SRS reports connector for CRM can be used with multiple instances of CRM.
Conclusion
In conclusion, the SRS reports connector for CRM is a powerful tool that enables organizations to leverage their existing investment in SRS reporting while still being able to take advantage of the many benefits of using CRM. By following the steps outlined in this guide, you can easily set up and configure the SRS reports connector for CRM, and take advantage of all the features and benefits that it has to offer.
If you have any questions or need further assistance with configuring the SRS reports connector for CRM, please do not hesitate to contact us. We are here to help you get the most out of this powerful tool, and we look forward to hearing from you soon.
Closing Disclaimer
The information contained in this guide is provided for educational purposes only. While every effort has been made to ensure that the information is accurate and up-to-date, no responsibility is assumed for errors or omissions. Any reliance you place on this information is strictly at your own risk.
