ssrs reports customize & deploy to gp and crm · • why reports? • ssrs host the reports and...

SSRSReportsCustomize&DeploytoGPandCRM

Presentedby:MinalWad

• Whyarereportssoimportant?WhatisSSRS?• HowtodeployGPReportsusingSSRS?• Create/CustomizeGPSSRSReports• CRMReports• DemoVideos• Q&A

Agenda

• WhyReports?• SSRShostthereportsandreportsareaccessibleonlinefromasecurewebbrowser

• SSRSReportscanbeexportedandsavedtodifferentformatssuchasexcel,pdf,etc.

• Reportsprovidemostuptodateandlatestdata• SSRSReportsareonlyforviewingpurpose,datacannotbeedited.

• UsingSSRSuserscancreateandmodifyGPreports.

WhatareSSRSreports?

• Whatdoweneed?• SQLServerReportingServicesneedtobeinstalledandconfigured.

• GreatPlains

• HowtodeployGPReportstoSSRS?• UsingReportingToolsSetupwindowinGP

SSRS– GPDeployment

ReportingServicesConfigurationManager

GP– ReportingToolsSetupWindow(Tools->Setup->System->ReportingToolsSetup)

• Over260existingSSRSreportsreadytobeused• LeverageReportsoutsideGP• Hostreportsoncompany’sinternalwebsite• HostreportsinSharepoint• Createacustomapplicationtodisplayreports

AdvantagesofdeployingGPReportstoSSRS

• Whattoolstouse?• ReportBuilder• VisualstudiowithSSDTforBI(formerlyknownasBIDS)

• Howtocustomize?• Customizeanexistingreport• UsetheexistingstoredproceduresbehindSSRSreportsandbuildonit

• Createabrandnewreportfromscratch

CustomizeGPReports

Demo:CustomizeanexistingSSRSReport

Demo:CreateanewSSRSReportinGP

• DrilldownreportsandSubreports• ReportslinkingbacktoGP• Interactivesorting• Reportsubscription

OtherfeaturesofSSRSreports

• ImportanceofKPIfolder• HowcanweassociateSSRSReportstoGP?• GPforms• GPhomepage• Setthedefaultactiontousethenewforminstead

AssociateSSRSreports

• Role-basedsecurity• Caninheritsecuritybyusinglinkedreports• SSRSReportcancapturetheADuserandlogiccanbeaddedtothereporttoputsecurityaroundit

ReportSecurity

• WhatareReportingExtensionsinCRM?• TheyareinstalledonSSRSandacceptauthenticationinformationfromCRMandpassittoReportingServicesserver.

• SQLReportingExtensionsforonpremisedeployment• AuthoringExtensions- aplugintoSQLBusinessDevelopmentStudiothatallowsyoutoselectFetchXMLasadatasource

CRM– SSRSDeployment

• ReportsusingSQLqueries(on-premisesonly)• UseSQLqueriesandfilteredviewsdefinedbythesystem.• ThedefaultreportsthatareshippedwithMicrosoftDynamicsCRMare

SQL-basedreports.

• ReportsusingFetchXML(Onlineandon-premises)• UseFetchXMLqueriestoretrievedataforreports.• AllreportsthatarecreatedusingtheReportWizardinthe

MicrosoftDynamicsCRMareFetch-basedreports.

• CustomReports

CRMReports

• ReportsusingSQLqueries(on-premisesonly)• CustomreportsusingexistingSQLviewsornewSQLqueriescanbecreated.

CRMSQLReports

• ReportsusingFetchXML(Onlineandon-premises)• WhatisFetchXML?

FetchXMLisaproprietaryquerylanguage,e.g.<fetch mapping='logical'>

<entity name='account'><attribute name='accountid'/><attribute name='name'/>

</entity></fetch>

CRMFetchXMLReports

• CRMFetchreportscanbecreatedusingReportWizardintheMicrosoftDynamicsCRM

• CustomCRMFetchreportsarerequiredtocreatecomplexreports(suchasdrill-throughreportsor subreports)ortochangethelayoutandformattingofreports

CRMFetchXMLReports

• Step1:GetFetchXML

CRMCustomFetchXMLReports

• Step2:UsethisFetchXMLasaDataSource

CRMCustomFetchXMLReports

• Step3:DeploytoCRM

CRMCustomFetchXMLReports

• Complexreportsinvolvinggrouping,joinscanbewellhandledbySQLReportsforwhichCRMneedstobedeployedonpremise

• ItisalsopossibletoreplicateonlineCRMdatabaselocallyandrunSQLreportsfromthere

LimitationsofFetchXML

• HowtodisplayCRMreportsinsideGPandviceversa?

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