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SSRSReportsCustomize&DeploytoGPandCRM
Presentedby:MinalWad
![Page 2: SSRS Reports Customize & Deploy to GP and CRM · • Why Reports? • SSRS host the reports and reports are accessible online from a secure web browser • SSRS Reports can be exported](https://reader031.vdocuments.us/reader031/viewer/2022020214/5ac404db7f8b9aae1b8d1f54/html5/thumbnails/2.jpg)
• Whyarereportssoimportant?WhatisSSRS?• HowtodeployGPReportsusingSSRS?• Create/CustomizeGPSSRSReports• CRMReports• DemoVideos• Q&A
Agenda
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• WhyReports?• SSRShostthereportsandreportsareaccessibleonlinefromasecurewebbrowser
• SSRSReportscanbeexportedandsavedtodifferentformatssuchasexcel,pdf,etc.
• Reportsprovidemostuptodateandlatestdata• SSRSReportsareonlyforviewingpurpose,datacannotbeedited.
• UsingSSRSuserscancreateandmodifyGPreports.
WhatareSSRSreports?
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• Whatdoweneed?• SQLServerReportingServicesneedtobeinstalledandconfigured.
• GreatPlains
• HowtodeployGPReportstoSSRS?• UsingReportingToolsSetupwindowinGP
SSRS– GPDeployment
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ReportingServicesConfigurationManager
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GP– ReportingToolsSetupWindow(Tools->Setup->System->ReportingToolsSetup)
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• Over260existingSSRSreportsreadytobeused• LeverageReportsoutsideGP• Hostreportsoncompany’sinternalwebsite• HostreportsinSharepoint• Createacustomapplicationtodisplayreports
AdvantagesofdeployingGPReportstoSSRS
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• Whattoolstouse?• ReportBuilder• VisualstudiowithSSDTforBI(formerlyknownasBIDS)
• Howtocustomize?• Customizeanexistingreport• UsetheexistingstoredproceduresbehindSSRSreportsandbuildonit
• Createabrandnewreportfromscratch
CustomizeGPReports
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Demo:CustomizeanexistingSSRSReport
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Demo:CreateanewSSRSReportinGP
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• DrilldownreportsandSubreports• ReportslinkingbacktoGP• Interactivesorting• Reportsubscription
OtherfeaturesofSSRSreports
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• ImportanceofKPIfolder• HowcanweassociateSSRSReportstoGP?• GPforms• GPhomepage• Setthedefaultactiontousethenewforminstead
AssociateSSRSreports
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• Role-basedsecurity• Caninheritsecuritybyusinglinkedreports• SSRSReportcancapturetheADuserandlogiccanbeaddedtothereporttoputsecurityaroundit
ReportSecurity
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• WhatareReportingExtensionsinCRM?• TheyareinstalledonSSRSandacceptauthenticationinformationfromCRMandpassittoReportingServicesserver.
• SQLReportingExtensionsforonpremisedeployment• AuthoringExtensions- aplugintoSQLBusinessDevelopmentStudiothatallowsyoutoselectFetchXMLasadatasource
CRM– SSRSDeployment
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• ReportsusingSQLqueries(on-premisesonly)• UseSQLqueriesandfilteredviewsdefinedbythesystem.• ThedefaultreportsthatareshippedwithMicrosoftDynamicsCRMare
SQL-basedreports.
• ReportsusingFetchXML(Onlineandon-premises)• UseFetchXMLqueriestoretrievedataforreports.• AllreportsthatarecreatedusingtheReportWizardinthe
MicrosoftDynamicsCRMareFetch-basedreports.
• CustomReports
CRMReports
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• ReportsusingSQLqueries(on-premisesonly)• CustomreportsusingexistingSQLviewsornewSQLqueriescanbecreated.
CRMSQLReports
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• ReportsusingFetchXML(Onlineandon-premises)• WhatisFetchXML?
FetchXMLisaproprietaryquerylanguage,e.g.<fetch mapping='logical'>
<entity name='account'><attribute name='accountid'/><attribute name='name'/>
</entity></fetch>
CRMFetchXMLReports
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• CRMFetchreportscanbecreatedusingReportWizardintheMicrosoftDynamicsCRM
• CustomCRMFetchreportsarerequiredtocreatecomplexreports(suchasdrill-throughreportsor subreports)ortochangethelayoutandformattingofreports
CRMFetchXMLReports
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• Step1:GetFetchXML
CRMCustomFetchXMLReports
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• Step2:UsethisFetchXMLasaDataSource
CRMCustomFetchXMLReports
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• Step3:DeploytoCRM
CRMCustomFetchXMLReports
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• Complexreportsinvolvinggrouping,joinscanbewellhandledbySQLReportsforwhichCRMneedstobedeployedonpremise
• ItisalsopossibletoreplicateonlineCRMdatabaselocallyandrunSQLreportsfromthere
LimitationsofFetchXML
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• HowtodisplayCRMreportsinsideGPandviceversa?
BonusTip