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Troubleshooting Microsoft Dynamics CRM Reports

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Feridun Kadir
Experienced Microsoft Dynamics 365/CRM Consultant and Microsoft Certified Trainer available for hire on an ad-hoc basis.
If you have problems displaying reports in CRM after a new installation, review the following steps:

Check that SQL Server Reporting Services is working

1

On the server that has SQL Server Reporting Services (SQL SRS) installed, check that the SQL Server Reporting Services service is running and that the Startup Type is set to Automatic.

2

On the server that has SQL SRS installed, browse in Internet Explorer to the report server manager, the URL will be of the form:
http://servername/Reports

3

You should see the home page for SQL SRS with a list that includes the CRM organizations in your deployment. If not, then there is a problem with the installation of SQL SRS.

4

Click on the relevant CRM organization and then click on Show Details.
 Report Manager Show Details Button

5

Then click on the 4.0 link.
 Report Manager Click on 4.0 link

6

You should now see a list of the out of the box CRM reports with GUIDs as the names. Click on any report to see if it runs. If you don’t see a list of reports then something went wrong with deploying the reports during installation - see the Publish Reports section.

7

If the report runs then we know that SQL Reporting Services is working and that the reports have been installed.

8

If CRM is installed on a different server, repeat the above checks on the CRM server.

9

If the reports run in SQL SRS but not via CRM then there may be an issue with trust for delegation – see the Trust for Delegation section...
Manually publish reports

1

If SQL SRS is working but the CRM reports are not listed then you can manually publish the reports.

2

Use the CRM deployment manager to check that the CRM organization is associated with the correct SQL SRS. Highlight the organization and then right-click and select properties.  CRM Organization Properties

3

If the Microsoft Dynamics CRM SRS Data Connector URL is wrong, then disable the organization and then edit the organization. In the Edit Organization Wizard type the correct name for the SRS URL and then enable the organization.  Note: Enter the URL of the SRS Report Server if you do not have the SRS Data Connector installed.

4

On the server that has CRM installed, open a command prompt.

5

Change directory to the tools folder of the CRM installation, for example:
cd "C:\Program Files\Microsoft Dynamics CRM\Tools"

Open in new window

6

Enter the following command:
Publishreports.exe Organization_Name

Open in new window

where Organization_Name is the unique name (as shown under the Name column in Deployment Manager) of the relevant CRM organization.

7

Check in SQL SRS that the reports are now available.
Trust for Delegation

1

If you get errors of the form:
Execution ‘werxy23452345ssf’ cannot be found
then there may be an issue with trust for delegation. To resolve this, complete the following steps.

2

In Active Directory, open the computer account for the SQL Server.
If you are using Windows 2008, click on the Delegation tab and ensure that "Trust this computer for delegation to any service (Kerberos only)" is ticked.
If you are using Windows 2003, click on the General Tab and ensure that "Trust computer for delegation" is ticked.

3

Alternatively install the Microsoft Dynamics CRM Connector for SQL Reporting Services on the SQL SRS computer.

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by:Feridun Kadir
But does this cover all error scenarios, I wonder?
Please post a comment here if you can think of others, so we can discuss...

Thanks!
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