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Planning requirements for Microsoft SQL Server Reporting Services

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The Microsoft Dynamics CRM Reporting Extensions are data processing extensions that are installed on the Microsoft SQL Server Reporting Services server. Microsoft Dynamics CRM Reporting Extensions accept the authentication information from the Microsoft Dynamics CRM Server 2011 and passes it to the Microsoft SQL Server Reporting Services server. Microsoft Dynamics CRM Reporting Extensions Setup includes Fetch and SQL data processing extensions.

The Microsoft Dynamics CRM Reporting Extensions are required for all major reporting tasks in Microsoft Dynamics CRM such as, working with default (out-of-box) Microsoft Dynamics CRM reports, uploading custom reports, creating Report Wizard reports, or scheduling reports. Microsoft Dynamics CRM Reporting Extensions must also be installed before you import or provision new organizations.

The Microsoft Dynamics CRM Reporting Extensions Setup does the following:

  1. Installs Fetch and SQL data processing extensions on the Microsoft SQL Server Reporting Services server.
  2. Installs custom assemblies used by default reports and wizard reports on Microsoft SQL Server Reporting Services server.
  3. Creates default reports (SQL-based) for the default organization both on Microsoft Dynamics CRM Server 2011 and Microsoft SQL Server Reporting Services server.

The following table explains what reporting options will be available to you if you install Microsoft Dynamics CRM Reporting Extensions.

Installed?

What reports will work?

Default reports

Custom SQL-based reports

Fetch-based Wizard reports

Custom Fetch-based reports

No

Clean installation:

Will not be available.

  • Cannot be scheduled.
  • Can be uploaded and run if Microsoft Dynamics CRM Server 2011 and SQL Server are installed on one computer or Trust for Delegation is configured.

Will not be available.

Cannot be uploaded and run.

Yes

 

Will be published for the default organization.

Can be uploaded and run.

Can be created, run, and scheduled.

Can be uploaded, run, and scheduled.

Important

Microsoft Dynamics CRM Reporting Extensions should not be installed on an instance of Microsoft SQL Server Reporting Services that is running under an account that is a member of the SQL Access Group. This can occur when Microsoft SQL Server Reporting Services is running under the same account as a Microsoft Dynamics CRM Server 2011 component. This configuration can make the system vulnerable to certain attacks. During installation, Setup detects this scenario. You can click Help for information about how to work around the issue.

Note that when you install Microsoft Dynamics CRM Reporting Extensions, you have the option of installing the component on a different server that is running Reporting Services. Therefore, by isolating Microsoft Dynamics CRM Reporting Extensions on a separate instance of SQL Server, which does not store the Microsoft Dynamics CRM databases, report performance may be improved.

Microsoft Dynamics CRM Reporting Extensions requirements

Microsoft Dynamics CRM Reporting Extensions has the following requirements:

  • You must complete Microsoft Dynamics CRM Server Setup before you run the Microsoft Dynamics CRM Reporting Extensions Setup.
  • You must run the Microsoft Dynamics CRM Reporting Extensions Setup on a computer that has SQL Server 2008 Reporting Services installed. For smaller data sets and fewer users, you can use either a single-server deployment, or a multiple-server deployment with one computer that is running SQL Server for Microsoft Dynamics CRM, and another server for Microsoft SQL Server Reporting Services. With larger datasets or more users, performance will decrease quickly when complex reports are run.

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