- In this case we'll use FetchXML to connect to the CRM data! :)
Requirements:
- Microsoft SQL Server 2008 or 2008 R2 Business Intelligence Development Studio (BIDS) installed
- Microsoft Dynamics CRM 2011 BIDS Fetch Extension installed
- Microsoft Dynamics CRM 2011 Online account
A nice blog about installing + basic setup: FetchXML - BIDS install - CRM 2011
Please note the following limitations:
- You cannot specify left outer joins – e.g. The following is not supported: “Select all Accounts who do not have a related Completed Appointment record”
- You cannot specify group by / sum queries – e.g. The following is not supported: “Select Account Name, count(*), sum(est. value) from Account Group By Account Name” – You can only select the records in detail and then perform the aggregation in your report. But…
- Fetch XML queries return a maximum of 5000 records.
Part 1:
- Explaining how to setup the authentification to server
- Explaining hoe to get the fetchXML from CRM that you need.
- Showing the wizard and telling a bit tricks and tips
Part 2:
- Explaining Datasets and data sources
- Showing how to create parameters
- Basic GUI for reports
Part 1:
Part 2:
Hope you found this usefull! :)