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SSRSReportsCustomize&DeploytoGPandCRM
Presentedby:MinalWad
• Whyarereportssoimportant?WhatisSSRS?• HowtodeployGPReportsusingSSRS?• Create/CustomizeGPSSRSReports• CRMReports• DemoVideos• Q&A
Agenda
• WhyReports?• SSRShostthereportsandreportsareaccessibleonlinefromasecurewebbrowser
• SSRSReportscanbeexportedandsavedtodifferentformatssuchasexcel,pdf,etc.
• Reportsprovidemostuptodateandlatestdata• SSRSReportsareonlyforviewingpurpose,datacannotbeedited.
• UsingSSRSuserscancreateandmodifyGPreports.
WhatareSSRSreports?
• Whatdoweneed?• SQLServerReportingServicesneedtobeinstalledandconfigured.
• GreatPlains
• HowtodeployGPReportstoSSRS?• UsingReportingToolsSetupwindowinGP
SSRS– GPDeployment
ReportingServicesConfigurationManager
GP– ReportingToolsSetupWindow(Tools->Setup->System->ReportingToolsSetup)
• Over260existingSSRSreportsreadytobeused• LeverageReportsoutsideGP• Hostreportsoncompany’sinternalwebsite• HostreportsinSharepoint• Createacustomapplicationtodisplayreports
AdvantagesofdeployingGPReportstoSSRS
• Whattoolstouse?• ReportBuilder• VisualstudiowithSSDTforBI(formerlyknownasBIDS)
• Howtocustomize?• Customizeanexistingreport• UsetheexistingstoredproceduresbehindSSRSreportsandbuildonit
• Createabrandnewreportfromscratch
CustomizeGPReports
Demo:CustomizeanexistingSSRSReport
Demo:CreateanewSSRSReportinGP
• DrilldownreportsandSubreports• ReportslinkingbacktoGP• Interactivesorting• Reportsubscription
OtherfeaturesofSSRSreports
• ImportanceofKPIfolder• HowcanweassociateSSRSReportstoGP?• GPforms• GPhomepage• Setthedefaultactiontousethenewforminstead
AssociateSSRSreports
• Role-basedsecurity• Caninheritsecuritybyusinglinkedreports• SSRSReportcancapturetheADuserandlogiccanbeaddedtothereporttoputsecurityaroundit
ReportSecurity
• WhatareReportingExtensionsinCRM?• TheyareinstalledonSSRSandacceptauthenticationinformationfromCRMandpassittoReportingServicesserver.
• SQLReportingExtensionsforonpremisedeployment• AuthoringExtensions- aplugintoSQLBusinessDevelopmentStudiothatallowsyoutoselectFetchXMLasadatasource
CRM– SSRSDeployment
• ReportsusingSQLqueries(on-premisesonly)• UseSQLqueriesandfilteredviewsdefinedbythesystem.• ThedefaultreportsthatareshippedwithMicrosoftDynamicsCRMare
SQL-basedreports.
• ReportsusingFetchXML(Onlineandon-premises)• UseFetchXMLqueriestoretrievedataforreports.• AllreportsthatarecreatedusingtheReportWizardinthe
MicrosoftDynamicsCRMareFetch-basedreports.
• CustomReports
CRMReports
• ReportsusingSQLqueries(on-premisesonly)• CustomreportsusingexistingSQLviewsornewSQLqueriescanbecreated.
CRMSQLReports
• ReportsusingFetchXML(Onlineandon-premises)• WhatisFetchXML?
FetchXMLisaproprietaryquerylanguage,e.g.<fetch mapping='logical'>
<entity name='account'><attribute name='accountid'/><attribute name='name'/>
</entity></fetch>
CRMFetchXMLReports
• CRMFetchreportscanbecreatedusingReportWizardintheMicrosoftDynamicsCRM
• CustomCRMFetchreportsarerequiredtocreatecomplexreports(suchasdrill-throughreportsor subreports)ortochangethelayoutandformattingofreports
CRMFetchXMLReports
• Step1:GetFetchXML
CRMCustomFetchXMLReports
• Step2:UsethisFetchXMLasaDataSource
CRMCustomFetchXMLReports
• Step3:DeploytoCRM
CRMCustomFetchXMLReports
• Complexreportsinvolvinggrouping,joinscanbewellhandledbySQLReportsforwhichCRMneedstobedeployedonpremise
• ItisalsopossibletoreplicateonlineCRMdatabaselocallyandrunSQLreportsfromthere
LimitationsofFetchXML
• HowtodisplayCRMreportsinsideGPandviceversa?
BonusTip