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Microsoft Dynamics CRM 2013 Reporting Extensions requirements

Microsoft Dynamics CRM Reporting Extensions are data processing extensions that are installed on the Microsoft SQL Server Reporting Services server. The Microsoft Dynamics CRM Reporting Extensions accept the authentication information from Microsoft Dynamics CRM Server 2013 and passes it to the Microsoft SQL Server Reporting Services server.

Microsoft Dynamics CRM Reporting Extensions Setup includes two data processing extensions: Fetch data processing extension and SQL data processing extension. By default, these extensions are installed during Microsoft Dynamics CRM Reporting Extensions Setup.

  • The Fetch data processing extension is required to create, run, and schedule Fetch-based reports.

  • The SQL data processing extension is required to run and schedule the default (out-of-box) or SQL-based custom reports in Microsoft Dynamics CRM 2013.

You don’t need Microsoft Dynamics CRM Reporting Extensions to run Microsoft Dynamics CRM 2013. However, if you want to create, use, or schedule reports in Microsoft Dynamics CRM, you must install Microsoft Dynamics CRM Reporting Extensions. Additionally, you have to install it if you want to create an organization or import an organization, such as when you migrate from Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013 by using Deployment Manager.

The Microsoft Dynamics CRM Reporting Extensions component has the following general requirements:

  • You must complete Microsoft Dynamics CRM Server Setup before you run Microsoft Dynamics CRM Reporting Extensions Setup.

  • You can install and run Microsoft Dynamics CRM Reporting Extensions on only one instance of Microsoft SQL Server Reporting Services on a computer.

  • The identity account running the instance of Microsoft SQL Server Reporting Services where the Microsoft Dynamics CRM Reporting Extensions are running can’t be the local system or a virtual account. This is required for Microsoft Dynamics CRM reporting to work because the identity account must be added to the PrivReportingGroup Active Directory security group that is used by Microsoft Dynamics CRM.

  • Separate deployments of Microsoft Dynamics CRM cannot share one Microsoft SQL Server Reporting Services server. However, a single deployment of Microsoft Dynamics CRM that has multiple organizations can use the same Microsoft SQL Server Reporting Services server.

  • You must run the Microsoft Dynamics CRM Reporting Extensions Setup on a computer that has Microsoft SQL Server 2008 Reporting Services, Microsoft SQL Server 2008 R2 Reporting Services or Microsoft SQL Server 2012 Reporting Services installed.

  • For smaller data sets and fewer users, you can use a single-server deployment or a multiple-server deployment. With larger datasets or more users, performance decreases quickly when complex reports are run. Use a multi-server deployment with one computer that is running SQL Server for Microsoft Dynamics CRM, and another server for Microsoft SQL Server Reporting Services.

The Microsoft Dynamics CRM Report Authoring Extension has the following general requirements:

  • Make sure that you install the Microsoft Dynamics CRM Report Authoring Extension on the same computer that has Business Intelligence Development Studio installed.

  • If your organization uses Microsoft Office 365, make sure that the computer on which the Microsoft Dynamics CRM Report Authoring Extension is installed also has the Microsoft Online Services Sign-in Assistant installed on it. If Microsoft Online Services Sign-in Assistant is already installed, check the registry key SOFTWARE\Microsoft\MSOIdentityCRL and make sure that the TargetDir registry key in MSOIdentityCRL contains msoidcli.dll.

Additional Microsoft Dynamics CRM Report Authoring Extension software requirements

If the following components are missing, they will be installed by Microsoft Dynamics CRM Report Authoring Extension Setup:

  • Visual Studio 2008 Service Pack 2

  • Business Intelligence Development Studio

See Also

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