Upload SQL Server Reporting Services Report to CRM premises version

Question

This might be the fundamental question on execution of ssrs reports.

I have requirement of runnins SSRS reports from CRM.

I have built SSRS reports in BIDS they are up and working in BIDS.

Now we have MS Dynamics CRM. we would like to upload this reports to CRM and run it from there.

So, for an example, if we go to CRM to specific client profile it will show all details related to him like FName, LName, Address etc.

Now All these fields which I can see on that page has in my SSRS reports plus more fields from different table to get complete detail report for that client.

So my basic question is I have created SSRS reports, how do I upload them to CRM and run it from there.?

Since I am confuse in asking any help would be great to clear confusion and eventually get to the solution.

Answer 1

From the "Publish a report in Microsoft Dynamics CRM by using the web application" section here.

1. Create a new report or modify a report by using SQL Server Data Tools. More information: Create a new report using SQL Server Data Tools
2. Sign in to Microsoft Dynamics CRM, and select Sales > Reports.
3. On the command bar, select New.
4. In the Report:New Report dialog box, in the Report Type list, select Existing File, select Browse, and then specify the location of the .rdl file in the File Location box.
5. Specify appropriate data in the Details section of the Report:New Report dialog box.
6. Select Save and Close.

You can test the report by selecting it from the Available Reports list. To add the report to context-sensitive lists and forms in Microsoft Dynamics CRM follow the steps in Determine where the report will appear.