SQL Reporting Services in Dashboards for Microsoft CRM

  • Article

In case you hadn't noticed, I am a HUGE fan of doing dashboards based on data in Microsoft CRM. Whichever person here had the idea of the secured views deserves a raise. It is brilliant. SQL Reporting Services is also way cool. So, linking the two of them together is awesome. So with that in mind, here are some great sites to start looking at to have Microsoft CRM's reports showing up in a Dashboard in SharePoint with Office Web Components and more!

First - Install the Web Parts https://www.microsoft.com/technet/prodtechnol/sql/2000/maintain/webrssp2.mspx#EHAA

Visit a Command Line and type in: "C:\Program Files\Common Files\Microsoft Shared\web server extensions\60\BIN\stsadm.exe" -o addwppack -force –filename "C:\Program Files\Microsoft SQL Server\80\Tools\Reporting Services\SharePoint\RSWebParts.cab"

Of course this never seems to work very well for me. (I am not the sharpest tool in the shed.) I like to use this tool to add WebParts to SharePoint

https://www.microsoft.com/sharepoint/downloads/components/detail.asp?a1=443 as it provides a bit of a GUI to make my life easier.

Second – Once it is installed, select the Virtual Server Gallery of Web Partners and Select one of the SQL Reports Web Partns.

Third - From there, just add the report to the Report Viewer or Report Explorer on your Dashboard. Here is a good step by step for SQL reports in general. You would just point at the local SRS instance instead of the sample one. https://aspalliance.com/729 (The local instance should be https://localhost/reports/)

And if you need help in SQL like I do, then try https://msdn.microsoft.com/sql/learning/2005labs/default.aspx for some cool Hands on Labs.