Dynamics CRM Reports complaining Reporting extension(SRS Data Connector) is not installed

Hey all- I am starting a series of re-posts from my personal blog site. Recently, I decided not to maintain separate personal blog site and now my personal blog site is offline. Here is the first one… ——-re-post———- Here I am talking about an interesting issue while running Dynamics CRM Reports. When I faced this…

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Dynamics CRM Custom FetchXML Reporting with Multiple Datasets using Pre-Filtering

I was recently assisting a CRM Online customer with troubleshooting a custom report they built. The report was running on the Opportunity as the main entity and also had 5 related datasets that were bringing in some specific connections related to that Opportunity. They were facing three big hurdles: 1. They wanted to use pre-filtering…


Dynamics CRM Multi-Series Bar Charting – Returns Secondary Y-Axis

I was recently assisting a customer with some custom charting and dashboards in Microsoft Dynamics CRM 2011. One of their goals was to create a bar chart that allowed them to compare three currency fields by owner for the account entity. One of the features of creating multi-series charts in Microsoft Dynamics CRM is the…


Microsoft Dynamics CRM / Dynamics 365 Updates: Release Dates, Build Numbers, and Collateral

Note: The Updates documented in this blog for: Microsoft Dynamics 365 (v9.X) Microsoft Dynamics CRM 2016 / Microsoft Dynamics 365 (v8.X) Microsoft Dynamics CRM 2015 Microsoft Dynamics CRM 2013 Microsoft Dynamics CRM 2011 update the Dynamics CRM components described in this Microsoft Knowledge base article: Microsoft Dynamics CRM Installations, Updates and Documentation Notes: New naming…

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Improving Dynamics CRM Report Performance – Part 1 “The Basics”

A lot of times customers have questions around how to improve reporting performance in Dynamics CRM. Of course, with every CRM deployment and report the answer may be different, but some tips can be applied more generally. In this post I will discuss some basic tips and tricks to improve your Dynamics CRM reports, specifically…


Custom Reporting in Microsoft Dynamics CRM – Fetch vs. Filtered Views

Frequently we see customers that require reporting out of Microsoft Dynamics CRM that cannot be handled using the out of the box report wizard or advanced find. This is the first post of a series of blogs I will be posting around both reporting options as well as technical issues and cases we have seen…


“CRM Anywhere” Video Overview

Important Note: The CRM Product Group has published a blog titled “Q2 2012 Service Update – New delivery schedule” which clarifies the release plans for upcoming Update Rollups and Quarterly Service Updates in calendar year 2012.  Also, Reuben has since marked this video as private as the release schedule and scope have changed. In this…

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Dynamics CRM & SQL 2012 Compatibility

Microsoft SQL 2012 RTM’d yesterday (link) and you’re probably wondering: “Can I upgrade my SQL Server instance to SQL 2012 if it hosts CRM databases?” and the answer is YES!  For CRM 2011 make sure you’ve installed update rollup 6 and for CRM 4.0 you should install update rollup 21 before upgrading.  After the upgrading…

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CRM 2011 Error “Scheduling reports on behalf of other users is prohibitted” when scheduling reports

Recently I worked with a customer that encountered the error message “Scheduling reports on behalf of other users is prohibitted” when they tried to schedule reports in CRM 2011. After some troubleshooting we found the error was happening because the account running their CRMAppPool was also a CRM User.  It is a against best practices…

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ReportingAccountMemberOfSecurityGroupValidator Error When Installing CRM 2011 Reporting Extensions

I recenty worked through an issue where a customer was receiving the following error when attempting to install the CRM 2011 Reporting Extensions: Check ReportingAccountMemberOfSecurityGroupValidator : Failure: A Microsoft Dynamics CRM Server component is using the same account as the instance of SQL Server Reporting Services. This error can occur for a variety of reasons. …

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