So You Want To Create a SSRS Custom Report

  I frequently come across posts in the Microsoft Dynamics Community Forums from people who have various questions regarding building and modifying custom reports for CRM.  The good news is that, yes, you can do it.  I did it and I have minimal SQL training, no formal SSRS training, and I’m not a programmer or…

CRM Reports – DataSource

In most environments, CRM reports uses a Shared Data Source for retrieving and viewing report data.    This data source helps to determine the type of data a CRM user can access when viewing a report.  There are some scenarios when the CRM System Administrator might want to override security and allow all users access to…

Overcoming HTML field data display issues in a Report

If you have a custom report in CRM that displays the description field of e-mails then you know that by default, the description field includes the html tags.  If you have good SQL experience then you probably already have a solution for this issue.    Although I am not a SQL novice, I’m also not…

SRS Case Activity Report in an IFrame

Recently, I read a post by Microsoft CRM MVP David Jennaway.  You can view his post, Writing Reports to display in IFrames and from ISV.Config, on the Microsoft CRM Team Blog Web site.  There are quite a few posts available explaining how to view the Activity Grid from the Account or other forms, but I have…

SQL Custom Report – OrElse function

I consider myself slightly above novice when it comes to writing SQL reports in Visual Studio.  I can generate simple select statements, join entities, create case statements, do some date conversions, etc.  Today, I needed to filter a particular field that I added to a table.  I needed the filter to look at two potential values…