Planning requirements for SQL Server Reporting Services

 

Updated: December 9, 2016

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

The Microsoft Dynamics 365 Reporting Extensions are data processing extensions that are installed on the Microsoft SQL Server Reporting Services server. Microsoft Dynamics 365 Reporting Extensions accept the authentication information from Microsoft Dynamics 365 Server and passes it to the Microsoft SQL Server Reporting Services server. Microsoft Dynamics 365 Reporting Extensions Setup includes both the Fetch data processing extension and SQL data processing extension.

The Microsoft Dynamics 365 Reporting Extensions are required for all major reporting tasks in Microsoft Dynamics 365, such as working with default (out-of-box) Microsoft Dynamics 365 reports, uploading custom reports, creating Report Wizard reports, or scheduling reports. Microsoft Dynamics 365 Reporting Extensions must also be installed before you import or provision new organizations.

The Microsoft Dynamics 365 Reporting Extensions Setup does the following:

  1. Installs Fetch data processing extension and SQL data processing extension 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 365 Server and Microsoft SQL Server Reporting Services servers.

The following table explains what reporting options will be available to you if you install Microsoft Dynamics 365 Reporting Extensions.

What reports will work?

Installed?

Default reports

Custom SQL-based reports

Fetch-based Wizard reports

Custom Fetch-based reports

No

Clean installation:

Will not be available.

  • Can’t be scheduled.

  • Can be uploaded and run if Microsoft Dynamics 365 Server 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.

System_CAPS_importantImportant

Microsoft Dynamics 365 Reporting Extensions shouldn’t be installed on an instance of Microsoft SQL Server Reporting Services that is running under an account that is a member of the Active Directory SQL Access Group. This can occur when Microsoft SQL Server Reporting Services is running under the same account as a Microsoft Dynamics 365 Server service or feature. This configuration can make the system vulnerable to certain attacks. During installation, Setup detects this scenario and you can click Help for information about how to work around the issue.

Note that when you install Microsoft Dynamics 365 Reporting Extensions, you have the option of installing the component on a different server that is running Reporting Services. Therefore, by isolating Microsoft Dynamics 365 Reporting Extensions on a separate instance of SQL Server, which does not store the Microsoft Dynamics 365 databases, report performance may be improved.

Microsoft Dynamics 365 Reporting Extensions has the following requirements:

  • You must complete Microsoft Dynamics 365 Server Setup before you run the Microsoft Dynamics 365 Reporting Extensions Setup.

  • You must run the Microsoft Dynamics 365 Reporting Extensions Setup on a computer that has Microsoft SQL Server 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 365, and another server for Microsoft SQL Server Reporting Services. With larger datasets or more users, performance will decrease quickly when complex reports are run.

© 2016 Microsoft. All rights reserved. Copyright

Show: