Install Microsoft Dynamics CRM Report Authoring Extension

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Applies To: Dynamics CRM 2015

Microsoft Dynamics CRM Report Authoring Extension is required to create and customize fetch-based reports by using SQL Server Data Tools - Business Intelligence, an authoring environment for Microsoft Visual Studio. More information: Microsoft Dynamics CRM Reporting Extensions requirements

If not already installed, the following components are installed during Microsoft Dynamics CRM Report Authoring Extension Setup:

  • .NET Framework

  • Microsoft Application Error Reporting Tool

  • Windows Live ID Sign-in Assistant 6.5

Warning

Microsoft Dynamics CRM users who use the Report Viewer control included with Microsoft Visual Studio can view information from the reports that they have access to. By using this control, the user can view additional report and session data that is not displayed when running the report in Microsoft Dynamics CRM. To reduce the risk of exposing confidential data, we recommend that you configure the Microsoft SQL Server Reporting Services URL where the Microsoft Dynamics CRM Reporting Extensions is installed to allow only Secure Sockets Layer (SSL), also known as Secure HTTP, connections. More information: MSDN: Configure SSL Connections on a Native Mode Report Server.

Important

If your organization uses Microsoft Office 365, the computer on which the Microsoft Dynamics CRM Report Authoring Extension is installed must have 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.

Install the plug-in

Microsoft Dynamics CRM Report Authoring Extension is a plug-in that obtains the metadata and data from Microsoft Dynamics CRM. This metadata is required to design and preview Fetch-based reports in Business Intelligence Development Studio.

  1. In the /BIDSExtensions/ folder, double-click SetupBIDSExtensions.exe.

  2. On the Welcome to Microsoft Dynamics CRM Report Authoring Extension Setup page, we recommend that you choose Get updates for Microsoft Dynamics CRM, to make sure that Setup has the most recent installation files. Choose Next.

  3. On the License Agreement page, review the information, and if you accept the license agreement, select the I accept this license agreement check box, and then choose I Accept.

  4. If Setup detects that some required components are missing, the Install Required Components page appears. To install them, choose Install. When the components are installed, the status column changes from Not Installed to Installed. Choose Next to continue.

    Note

    • These components are required before Microsoft Dynamics CRM Report Authoring Extension can be installed. You can exit Setup and install the components manually, or select Install. The Next button on this page is disabled until Setup detects that these components are installed.

    • Installing these components may require you to restart the computer. If you are prompted to restart the computer, do so, and then start Setup again.

  5. On the Select Microsoft Update Preference page, we recommend that you select the Use Microsoft Update when I check for updates (recommended) option. Microsoft Update makes sure that your computer has the latest technology, which can help to reduce the risk of vulnerabilities and security issues.

  6. On the Select Installation Location page, accept the default location or enter a different file installation location, and then choose Next.

  7. On the System Checks page, a summary of all requirements and recommendations for a successful installation is shown. Errors must be corrected before installation can continue. If no errors, or only warnings appear, you can continue with the installation. To do this, choose Next.

  8. Review the Ready to Install Microsoft Dynamics CRM Report Authoring Extension page, and then choose Back to correct any errors. When you are ready to continue, choose Install.

  9. When Setup successfully completes, the Microsoft Dynamics CRM Report Authoring Extension Completed page appears. Choose Finish.

See Also

Download: Microsoft Online Services Sign-In Assistant for IT Professionals RTW
Microsoft Dynamics CRM Server installation
Upgrade Microsoft Dynamics CRM Server

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