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Report development environment for Fetch-based and SQL-based custom reports

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Applies To: Dynamics CRM 2013

 

You must set up the report development environment before you work with a custom report. There are two types of custom reports: Fetch-based and SQL-based. Fetch-based custom reports use FetchXML queries, which are proprietary to Microsoft Dynamics CRM, to retrieve data for reports. SQL-based custom reports use SQL queries and filtered views to retrieve report data.

This article describes the components that you must install to set up the report development environment for Fetch-based reports. It also lists other resources that are useful when you work with custom Fetch-based reports.

Required components for Fetch-based reports

  • Microsoft Visual Studio 2008 or Microsoft Visual Studio 2010, or any product that uses the Visual Studio .NET integrated development environment such as Microsoft Visual Basic .NET.

  • Business Intelligence Development Studio, which you can install from the Microsoft SQL Server 2008 CD. Business Intelligence Development Studio requires Visual Studio .NET 2008.

    -OR-

    SQL Server Data Tools and Visual Studio 2010. You can install SQL Server Data Tools from the Microsoft Developer Network.

  • Microsoft Dynamics CRM Report Authoring Extension, which can be installed from the Microsoft Dynamics CRM Server Setup DVD or from Microsoft Dynamics CRM Report Authoring Extension. Microsoft Dynamics CRM Report Authoring Extension is required to author fetch-based reports by using Business Intelligence Development Studio. More information: Microsoft Dynamics CRM Report Authoring Extension Installation Instructions

  • Microsoft Dynamics CRM Reporting Extensions, which can be installed from the Microsoft Dynamics CRM Server Setup DVD. Microsoft Dynamics CRM Reporting Extensions is required to create, run, and schedule Fetch-based reports in Microsoft Dynamics CRM. More information:  Install Microsoft Dynamics CRM Reporting Extensions

Important

Make sure a security role assigned to your account includes the Publish Reports and Add Reporting Services Reports privileges. More information: Create or edit a security role

Required components for SQL-based Reporting Services reports

  • Microsoft Visual Studio 2008 or Microsoft Visual Studio 2010, or any product that uses the Visual Studio .NET integrated development environment such as Microsoft Visual Basic .NET.

  • Reporting Services Report Designer. This can be installed from the Microsoft SQL Server 2008 CD, and requires Visual Studio .NET 2008.

  • Make sure a security role assigned to your account includes the Publish Reports and Add Reporting Services Reports privileges.

Other useful documentation

In addition to the required components, the following documentation is helpful:

See Also

Report Writers Guide for Microsoft Dynamics CRM 2013
Edit a default report or create a SQL-based Reporting Services report
Create a custom Fetch-based report
[Max]Customize and organize reports [On prem]

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