Rajeev Pentyala – Microsoft Power Platform

Recently, when we deployed our CRM managed solution with reports on our testing environment, we were getting “rsProcessingAborted” error while accessing the  reports.

When we check the event viewer for more error details, we found below “Caller has insufficient privilege to run report” exception

Data source ‘CRM’: An error has occurred. Details: Microsoft.ReportingServices.ReportProcessing.ReportProcessingException:

Cannot create a connection to data source ‘CRM’. —> Microsoft.Crm.Reporting.DataExtensionShim.Common.ReportExecutionException: Caller has insufficient privilege to run report as user

Reason

• In our scenario, SQL Server report service was running under a separate “Service Account”

SSRS Report Service Account

• The service account under which report service was running does not have required privileges to establish connection and access filtered views

Below fix worked for us

Fix

• Since the Report Service’s “service account” was unable to access CRM filtered views,
  • We added the “service account” as a member of the AD’s “PrivReportingGroup {Org_guid}” and “PrivUserGroup {Org_guid}” groups
  • Provided “service account” SQL Server login with permissions to ReportServer and ReportServerTempDB (db_owner, RSExecRole)