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Introduction
Greetings to all the readers and welcome to this article on Running Entity SSRS Report for Multiple Entities MS Dynamics CRM. We understand that managing multiple entities in MS Dynamics CRM can be a daunting task, especially when it comes to generating reports. This article aims to provide you with a comprehensive understanding of how to run entity SSRS report for multiple entities in MS Dynamics CRM.
Microsoft Dynamics CRM (Customer Relationship Management) provides a platform for businesses to manage their sales, marketing, and service interactions with customers. The platform allows organizations to manage multiple entities such as accounts, contacts, leads, and opportunities. However, generating reports for multiple entities can be a time-consuming process.
In this article, we have provided step-by-step instructions on how to run entity SSRS report for multiple entities in MS Dynamics CRM. We have also included a table that contains all the information required to run the SSRS report. We hope this article will be helpful in simplifying your report generation process and improve your overall experience with MS Dynamics CRM.
Running Entity SSRS Report for Multiple Entities MS Dynamics CRM
Running entity SSRS report for multiple entities in MS Dynamics CRM requires a set of procedures to follow. In this section, we will walk you through how to run entity SSRS report for multiple entities in MS Dynamics CRM.
Step 1: Create a Custom Report
The first step in running entity SSRS report for multiple entities in MS Dynamics CRM is to create a custom report. To create a custom report, follow these steps:
| Step | Description |
|---|---|
| Step 1.1 | Open MS Dynamics CRM using a web browser and log in to your account. |
| Step 1.2 | Click on the ‘Reports’ tab and select ‘New’. |
| Step 1.3 | Select ‘Report Wizard’ and click ‘OK’. |
| Step 1.4 | Enter the report name and select the entities that you want to include in your report. |
| Step 1.5 | Choose the layout of your report and click ‘Next.’ |
| Step 1.6 | Select the fields that you want to include in your report and click ‘Next.’ |
| Step 1.7 | Choose how you want to group and sort your data and click ‘Next.’ |
| Step 1.8 | Preview your report and click ‘Finish.’ |
Step 2: Publish the Custom Report to SSRS
The next step is to publish the custom report to SSRS. To publish the custom report to SSRS, follow these steps:
| Step | Description |
|---|---|
| Step 2.1 | Click on the ‘Reports’ tab and select your custom report. |
| Step 2.2 | Click the ‘More Commands’ icon and select ‘Publish Report.’ |
| Step 2.3 | Select the folder where you want to publish the report and click ‘OK.’ |
Step 3: Run the Entity SSRS Report for Multiple Entities MS Dynamics CRM
The final step is to run the entity SSRS report for multiple entities in MS Dynamics CRM. To run the report, follow these steps:
| Step | Description |
|---|---|
| Step 3.1 | Open the MS Dynamics CRM application and select the ‘Reports’ tab. |
| Step 3.2 | Select the ‘All Reports’ view and look for your custom report. |
| Step 3.3 | Click on the custom report and select the ‘Run Report’ option. |
| Step 3.4 | Select the entities for which you want to run the report. |
| Step 3.5 | Configure the report parameters and click ‘Run Report.’ |
Table: Running Entity SSRS Report for Multiple Entities MS Dynamics CRM
The following table provides all the necessary information required to run the entity SSRS report for multiple entities in MS Dynamics CRM.
| Field | Description |
|---|---|
| Report Name | The name of the custom report that you want to create. |
| Entities | The list of entities that you want to include in the report. |
| Layout | The layout of the report. |
| Fields | The list of fields that you want to include in the report. |
| Grouping and Sorting | The grouping and sorting parameters for the report. |
| Report Folder | The folder where you want to publish the report. |
| Report Parameters | The parameters required to run the report. |
FAQs
1. Can I run the entity SSRS report for multiple entities on-premises?
Yes, you can run the entity SSRS report for multiple entities on-premises by following the same steps provided in this article.
2. Can I modify the custom report after publishing it to SSRS?
Yes, you can modify the custom report after publishing it to SSRS by following the same steps provided in this article.
3. Can I add more entities to the custom report after publishing it to SSRS?
Yes, you can add more entities to the custom report after publishing it to SSRS by modifying the report and publishing it again.
4. Can I schedule the entity SSRS report for multiple entities to run at a specific time?
Yes, you can schedule the entity SSRS report for multiple entities to run at a specific time by configuring the report subscription in SSRS.
5. Can I export the entity SSRS report for multiple entities to different file formats?
Yes, you can export the entity SSRS report for multiple entities to different file formats such as PDF, Excel, and Word.
Yes, you can share the entity SSRS report for multiple entities with other users by configuring the report permissions in SSRS.
7. Can I use the entity SSRS report for multiple entities for data visualization?
Yes, you can use the entity SSRS report for multiple entities for data visualization by choosing the appropriate chart type in the report wizard.
8. Can I customize the entity SSRS report for multiple entities with my own branding?
Yes, you can customize the entity SSRS report for multiple entities with your own branding by modifying the report template in SSRS.
9. Can I run the entity SSRS report for multiple entities using SQL Server Reporting Services?
Yes, you can run the entity SSRS report for multiple entities using SQL Server Reporting Services by following the same steps provided in this article.
10. Can I use the entity SSRS report for multiple entities for custom dashboards in MS Dynamics CRM?
Yes, you can use the entity SSRS report for multiple entities for custom dashboards in MS Dynamics CRM by embedding the report in the dashboard using the iFrame component.
11. Can I run the entity SSRS report for multiple entities in offline mode?
No, you cannot run the entity SSRS report for multiple entities in offline mode as it requires an active internet connection to access MS Dynamics CRM and SSRS.
12. Can I create a report that includes data from different MS Dynamics CRM instances?
Yes, you can create a report that includes data from different MS Dynamics CRM instances by configuring data source connection in SSRS.
13. Can I run the entity SSRS report for multiple entities for a specific time period?
Yes, you can run the entity SSRS report for multiple entities for a specific time period by configuring the report parameters in SSRS.
Conclusion
In conclusion, running entity SSRS report for multiple entities in MS Dynamics CRM can be a time-consuming process. However, by following the steps provided in this article, you can simplify the report generation process and improve your overall experience with MS Dynamics CRM. We hope this article has provided you with a comprehensive understanding of how to run entity SSRS report for multiple entities in MS Dynamics CRM.
If you have any questions or comments, please feel free to leave them below. We look forward to hearing from you.
Closing Disclaimer
The information provided in this article is intended to be used as a guide only, and we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the article or the information, products, services, or related graphics contained in the article for any purpose. Any reliance you place on such information is therefore strictly at your own risk.
