Rajeev Pentyala – Microsoft Power Platform

We got a requirement to host a SSRS report in CRM, which gets data from external data source (i.e., Data Base from another SQL server).

CRM normally uses Shared Data Source when you upload any SSRS report which pulls data from CRM.

In our case we had to

• Create a new Data Source
• Override the CRM Shared Data Source with a new Data Source

Below are the steps.

Develop and Deploy Report in CRM

• Design the report with Data Source connected to external Database.
• Preview and make sure you are getting data properly.
• Save the .rdl
• Open CRM application
• Create a new report and upload the .rdl

Upload SSRS Report To CRM

Configure the Report’s DB Connection

Now we got report in CRM and we need to point the report to Custom DataBase by following steps below

• Connect to the SSRS server
• Open the browser and type (http://servername/Reports) (You can also get URL from “Reporting Services Configuration Manager à Report Manager URL” tab)

Reporting Service Config Manager

• In the Home page, click on ‘New Data Source’

Create New Data Source – 1

• Provide the Connection String and Credentials and Save

Create New Data Source – 2

• Go back to the report server home page.
• Open the folder by name (YourCRMORG_MSCRM)
• Go to ‘CustomeReports’ folder and select your report (Refer ‘Description’ column for Report Name)
• Choose Manage from context menu

Create New Data Source – 3

• Choose ‘Data Sources’ tab and select newly created ‘Data Source’

Select the Data Source

• Click on ‘Apply’
• Close and re-run the report to get the changes.

🙂