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Reporting Services - Unable to connect to the remote server

I installed SQL Server 2012 Database services and Reporting Services and selected the option to configure reporting services instead of doing the configuration manually.

The installation succedeed but I noticed that Reporting Services had configured binding for port 80 and https on port 443 as well. I didn't have an SSL certificate so in Reporting Services Configuration Manager I removed the bindings for port 443 for both reports and the reports manager.

Report Error - Select or Execution permission denied

I encountered an on-premises CRM organization where some reports did not run, instead a rsProcessingAborted error is shown. In situations like this, it often helps to look at the Event Viewer on the Reporting Services server. I found errors similar to the following:

FetchXML Field Types in SSRS

When creating reports that use FetchXML, some field types are returned with two fields, the name of the field and the name of the field with Value appended, fieldValue.

The table shows the field types that I found that have a Value version. Other CRM field types only return one field and are of type String.

CRM Reporting and Data Visualization Tools

Here are some reporting and data visualization tools:

  • SQL Server Reporting Services
  • Power BI (Office 365 service) and Power BI Desktop (report authoring tool) (but only works with CRM Online)
  • Power Query for Excel (but only works with CRM Online)
  • ZAP for CRM
  • Crystal Reports

Report Wizard Colours

The following table shows the colours used for grouping in the Reporting Wizard.

Scheduling Reports in Microsoft Dynamics CRM

Scheduling Reports in Microsoft Dynamics CRM

Reports in Microsoft Dynamics CRM can be configured to run on a scheduled basis from within the CRM application. For example, if a sales report is needed on a weekly basis, you can schedule the report so that it is automatically available at the required time.

Email Subscriptions

If you have Microsoft Dynamics CRM On-premises you can create an email subscription to the snapshot in SQL Reporting Services Report Manager.

Custom Sorting in SSRS Reports

To sort rows in a dataset you can choose a column in the dataset in the properties of the tablix or other report element.

Or if you need a custom sort where the sorting isn't alphabetical or numerical you can add code to the report and then call the code in an expression in the sorting property of the tablix.

However, custom code is not allowed for reports that run in Microsoft Online.

An example not using custom code is to use an expression like this:

Quote and Quote Product fields

Quote Product fields

Note: all currency fields have an equivalent field for the amount in the base currency, the names shown below hold the value in the currency of the record.

Unable to validate SQL Server Reporting Services Report Server installation

When trying to install the SSRS Data Connector you may encounter the error:
"Unable to validate SQL Server Reporting Services Report Server installation".
There are many reasons why this might happen but I came across a rather obscure one where a 32-bit SQL Server was installed on a 64-bit Windows server. It seems that this combination is not supported as per this article:
http://support.microsoft.com/kb/2223769

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