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Report Development Environment

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[Applies to: Microsoft Dynamics CRM 4.0]

You have to use the required development tools and have the appropriate privileges to write and publish a report.

Required Tools

Microsoft SQL Server Reporting Services 2005 with SP2 must be installed on the Microsoft Dynamics CRM server or on a separate reporting server, depending on where reports are being served from.

Note Microsoft Dynamics CRM supports only native mode of deployment of Microsoft SQL Server Reporting Services. If you have deployed Microsoft SQL Server Reporting Services using any other mode, such as SharePoint integration mode, you must do either of the following:

  • Install a new instance of Microsoft SQL Server Reporting Services using the native mode, and then use it.
  • Uninstall the existing instance of Microsoft SQL Server Reporting Services, and then reinstall it using the native mode.

For information about various deployment modes of Microsoft SQL Server Reporting Services, see this topic in the MSDN Library: Planning a Deployment Mode.

To write reports, Microsoft Visual Studio 2005 and Report Designer (a component of Microsoft SQL Server Reporting Services) is the recommended development environment. These tools must be installed on the computer where the reports are authored. Visual Studio is the primary tool that is used to create or modify reports. You must also have access to Microsoft Dynamics CRM to deploy the report.

Alternatively, reports can be authored by using a common text editor. It is best to copy an existing report that provides most of the desired functionality and modify it. This reduces the work necessary to create a custom report. The format of the XML elements in an RDL file can be found in this topic in the MSDN Library: Report Definition Language Reference. The modified report XML can be verified by using the provided RDL XML schema. Reporting Services will also verify the report definition and reject a report if the definition is invalid when you try to upload the report in Microsoft Dynamics CRM.

Using Visual Studio

What you see in the Preview tab of Visual Studio does not always match what you see when the report is deployed and run, especially with regard to white space and padding. The spacing and padding between levels of grouping are not rendered as designed. To see exactly how a report is rendered, you must deploy and run the report.

When you create a new report project in Visual Studio, use one of the project templates from the Business Intelligence folder of the New Project dialog box.

For more information about how to create Reporting Services reports in Visual Studio, see the Reporting Services Books Online. The book is available in the Visual Studio online Help after it has been installed from the Reporting Services installer.

See Also

Concepts

Other Resources


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