Install Microsoft Dynamics CRM Reporting Extensions

 

Updated: December 9, 2016

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

Microsoft Dynamics 365 Reporting Extensions has the following requirements:

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

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

System_CAPS_warningWarning

Microsoft Dynamics 365 users who use the Report Viewer control included with Microsoft Visual Studio 2008 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 website 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: Configure SSL Connections on a Native Mode Report Server.

To reduce the risk of certain security vulnerabilities, we strongly recommend that you use different Active Directory accounts for the application pools used to run the Microsoft Dynamics 365 and Microsoft SQL Server Reporting Services websites.

To install the Microsoft Dynamics CRM Reporting Extensions, locate the Microsoft Dynamics CRM installation files, and follow these steps:

  1. In the ..\Server\amd64\SrsDataConnector folder, double-click SetupSrsDataConnector.exe.

  2. On the Welcome to Microsoft Dynamics CRM Reporting Extensions Setup page, select whether you want to update Microsoft Dynamics CRM Reporting Extensions Setup. We recommend that, if updates are available, you let Setup download the latest version. To do this, click Update installation files, wait until the update process is complete, and then click Next.

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

  4. If Setup detects that components are missing, the Install Required Components page appears.

    1. If you have already installed the required components, this page will not appear.

    2. If you have not installed the required components listed, you can install them now. Click Install. When the components are installed, the status column will change from Missing to Installed, and you can click Next to continue.

  5. On the Specify Configuration Database Server page, if you are using the default instance of the SQL Server, enter the name of the computer that is running SQL Server and contains the configuration database (MSCRM_CONFIG), and then click Next.

    System_CAPS_noteNote

    If you are not using the default SQL Server instance, enter <machine-name>\<instance-name>.

  6. On the Specify SSRS Instance Name page, select a Microsoft SQL Server Reporting Services instance that will be used for Microsoft Dynamics CRM reporting, and then click Next.

  7. On the Select Microsoft Update OptIn page, select whether you want to use Microsoft Update for checking for updates for your Microsoft products, and click Next. We recommend that you use the Microsoft Update to check for updates because this helps keep your computer up-to-date and secure.

  8. On the Select Installation Location page, accept the default location or enter a different file installation location where you want to install Microsoft Dynamics CRM Reporting Extensions. Click Next.

  9. The System Checks page appears. This page is a summary of the requirements for a successful Microsoft Dynamics CRM Reporting Extensions installation. Errors must be corrected before installation can continue. All errors must be resolved. If no errors or only warnings appear, you can continue with the installation. To do this, click Next.

  10. The Service Disruption Warning page appears. Verify the suitability of the services that will be stopped or restarted, and then click Next.

  11. Review the Ready to Install Microsoft Dynamics CRM Reporting Extensions page, and then click Back to correct any errors. When you are ready to continue, click Install.

  12. When Setup completes successfully, the Microsoft Dynamics CRM Reporting Extensions Setup Completed page appears. Click Finish.

    During Setup, reports will be published for the default organization.

    System_CAPS_importantImportant

    The reports will not be published if:

    • The user running Microsoft Dynamics CRM Reporting Extensions Setup does not have appropriate permissions on the organization database.

    • Microsoft Dynamics CRM Reporting Extensions are installed for a Microsoft SQL Server Reporting Services instance that is different from the one that is being used by the organization.

    • The base language of the organization is different from the language in which Microsoft Dynamics CRM Reporting Extensions are being installed.

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