In this blog we will see how to connect CRM 2013 environment to create reports using FetchXML in Sql Server Reporting Services (Visual studio 2012 ) & uploading back to CRM.
1. From the CRM 2013 click on Advanced find functionality to import FetchXML query for the given Entity
2. Click on Results & then Download Fetch XML to generate the query as shown
3. Open SQL Server Data Tools and create Reporting Service Project Wizard
5. Click Query Builder and copy-paste the FetchXML query & click OK
6. Select the fields which you need to display in the Report from the given dataset
7. Finally design and preview your report in SQL Server Data Tool
1. From the CRM 2013 click on Advanced find functionality to import FetchXML query for the given Entity
4. Give a name for your data source and the connection string followed by user credentials of CRM 2013. Then click OK.
5. Click Query Builder and copy-paste the FetchXML query & click OK
6. Select the fields which you need to display in the Report from the given dataset
7. Finally design and preview your report in SQL Server Data Tool
After final designing, you can upload the same report .rdl file back to Dynamics CRM 2013 so that it can be viewed by the clients for better understanding and gaining crucial information.
