Sonoma Partners Microsoft CRM and Salesforce.com Blog

Writing SQL Reporting Services Reports for CRM Online 2011

Jim Glass recently provided a great post on the Microsoft Dynamics CRM 2011 YouTube video library. One of the videos that immediately interested me was Abhijit Gore’s walkthrough of writing SQL Reporting Services Reports for CRM Online 2011. In this 10 minute video, Abhijit demonstrates how we can now write SRS reports that can be imported into CRM Online 2011 and also used within the new 2011 dashboards!

CRM 2011 uses Fetch XML to query the CRM Online databases. To start writing your own reports for CRM Online, you must first install the CRM BIDS extension. Don’t worry if you are a novice to Fetch XML. Microsoft CRM 2011 provides a handy ‘Download Fetch XML’ button as part of the Advanced Find dialog page.

BlogAdvancedFind

So, simply create your query in Advanced Find (or even better, using the new list filtering and/or visualizations), and then copy/paste the resulting Fetch XML from the dialog.

BlogFetchXML

I won’t walkthrough the entire process here, as Abhijit covers it all in his video.

Finally, be sure to subscribe and friend the CRM YouTube channel and do the same with Sonoma’s own YouTube channel.