Install Microsoft Dynamics CRM Report Authoring Extension

 

Updated: December 9, 2016

Applies To: Dynamics 365 (on-premises), Dynamics CRM 2016

Microsoft Dynamics CRM 2016 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 365 Reporting Extensions requirements

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

  • .NET Framework

  • Microsoft Application Error Reporting Tool

  • Windows Live ID Sign-in Assistant 6.5

System_CAPS_warningWarning

Microsoft Dynamics 365 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 365. To reduce the risk of exposing confidential data, we recommend that you configure the Microsoft SQL Server Reporting Services URL where the Microsoft Dynamics 365 Reporting Extensions is installed to allow only Transport Layer Security (TLS) or Secure Sockets Layer (SSL), also known as Secure HTTP, connections. More information: MSDN: Configure SSL Connections on a Native Mode Report Server.

System_CAPS_importantImportant

If your organization uses Microsoft Office 365, the computer on which the Microsoft Dynamics CRM 2016 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.

Microsoft Dynamics CRM 2016 Report Authoring Extension is a plug-in that obtains the metadata and data from Microsoft Dynamics 365. This metadata is required to design and preview Fetch-based reports in SQL Server Data Tools. You can use Microsoft Dynamics CRM 2016 Report Authoring Extension with either Microsoft Dynamics 365 or Microsoft Dynamics CRM 2016.

  1. In the /BIDSExtensions/ folder, double-click SetupBIDSExtensions.exe. Download from the Microsoft Download Center.  

  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. Click 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 click I Accept.

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

    System_CAPS_noteNote
    • These components are required before 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 click 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, click Next.

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

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

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