Microsoft Dynamics CRM reporting requirements

 

Updated: November 1, 2016

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

[This topic is pre-release documentation and is subject to change.]

Microsoft Dynamics 365 Reporting Extensions are data processing extensions that are installed on the Microsoft SQL Server Reporting Services server. The Microsoft Dynamics 365 Reporting Extensions accept authentication information from Microsoft Dynamics 365 Server and pass it to the Microsoft SQL Server Reporting Services server.

Microsoft Dynamics 365 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 365 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 create, run, and schedule the default (out-of-the-box) or SQL-based custom reports inMicrosoft Dynamics 365.

You don’t need Microsoft Dynamics 365 Reporting Extensions to run Microsoft Dynamics 365. However, if you want to create, use, or schedule reports in Microsoft Dynamics 365, you need to install Microsoft Dynamics 365 Reporting Extensions. Additionally, you need to install these extensions if you want to create or import an organization, like when you migrate from an earlier version of Microsoft Dynamics 365 using Deployment Manager.

Microsoft SQL Server Reporting Services is required for reporting features in Microsoft Dynamics 365.

You can use the following Microsoft SQL Server editions for Microsoft Dynamics 365 reporting; you’ll need to install them on a Windows Server 2012 (x64 RTM or R2) 64-bit-based computer, running and available for Microsoft Dynamics 365:

  • SQL Server 2014 Enterprise, 64-bit

  • SQL Server 2014 Business Intelligence, 64-bit

  • SQL Server 2014 Standard, 64-bit

  • SQL Server 2014 Developer, 64-bit (for non-production use only)

  • Microsoft SQL Server 2012, Enterprise, 64-bit SP1

  • Microsoft SQL Server 2012, Business Intelligence, 64-bit SP1

  • Microsoft SQL Server 2012, Standard, 64-bit SP1

  • Microsoft SQL Server 2012, Developer, 64-bit SP1 (for non-production use only)

System_CAPS_importantImportant
  • 32-bit versions of Microsoft SQL Server 2012 Reporting Services are not supported for this version of Microsoft Dynamics 365.

  • SQL Server Compact or Microsoft SQL Server Express editions are not supported for use with Microsoft Dynamics 365 Server.

  • Microsoft SQL Server 2008 versions are not supported for use with this version of Microsoft Dynamics 365 Server.

  • Using a SQL ServerReporting Services server running in SharePoint mode is not supported with Microsoft Dynamics 365. For more information about Microsoft SQL Server 2012Reporting ServicesSharePoint mode, see Install Reporting Services SharePoint Mode.

The Microsoft Dynamics 365 Reporting Extensions component has the following requirements:

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

  • You can install and run Microsoft Dynamics 365 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 365 Reporting Extensions are running can’t be the local system or a virtual account. This is required for Microsoft Dynamics 365 reporting to work because the identity account must be added to the PrivReportingGroup Active Directory security group that is used by Microsoft Dynamics 365.

  • Separate deployments of Microsoft Dynamics 365 cannot share one Microsoft SQL Server Reporting Services server. However, a single deployment of Microsoft Dynamics 365 that has multiple organizations can use the same Microsoft SQL Server Reporting Services server.

  • You must run the Microsoft Dynamics 365 Reporting Extensions Setup on a computer that has a supported version of Microsoft SQL Server Reporting Services installed. More information: SQL Server Reporting Services

  • For smaller data sets and fewer users, you can use a single-server deployment or a multi-server deployment. With larger data sets or more users, performance decreases quickly when running complex reports. Use a multi-server deployment with one computer that is running SQL Server for Microsoft Dynamics 365, and another server for Microsoft SQL Server Reporting Services.

Microsoft Dynamics 365 Report Authoring Extension is required to author Fetch-based reports by using SQL Server Data Tools.

You must install the Microsoft Dynamics 365 Report Authoring Extension on a PC that has the following software.

  • Microsoft Visual Studio 2015, Microsoft Visual Studio 2013, Microsoft Visual Studio 2012, or Microsoft Visual Studio 2010.

    System_CAPS_noteNote

    Compatibility with Microsoft Visual Studio 2015 and Microsoft Visual Studio 2013 requires December 2016 update for Dynamics 365 (online and on-premises).

  • SQL Server Data Tools (SSDT) installed with Microsoft Visual Studio.

  • If your organization uses Microsoft Office 365, make sure the computer with Microsoft Dynamics 365 Report Authoring Extension 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.

System_CAPS_noteNote

Multi-factor authentication with Microsoft Dynamics 365 Report Authoring Extension is supported with December 2016 update for Dynamics 365 (online and on-premises) or later versions.

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