January 19, 2014

MS CRM 2013: Issues uploading report to CRM Online

Today, I was faced with a really weird issue with a Report developed for CRM Online. The Report worked fine both at BIDS and my test On-Premise instance, but once I’ve tried to upload it to the productive instance I got following error:

I’ve downloaded the description file, but the error log didn’t contain any helpful information:

After that, I opened the SDK for CRM and found this article that describes the limitations of reports in CRM Online. I went through all used formulas and replaced the parts that used Equals and Decimal.Zero.

So my suggestion if you have problems uploading Report to CRM Online:

1. Recheck that your report uses Fetch Xml DataSource.
2. Recheck all formulas that you have in your report and remove (or replace) all denied types and denied members.
3. Ensure that your report doesn’t use references to any assemblies.

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November 9, 2012

MS CRM 2011: T-SQL Union operation and FetchXml based reports

I believe every person who developed complex reports for CRM used T-SQL Union operation to display different types of records at the same table.

In T-SQL I used following T-SQL Query to get results:

And results were:

When CRM 2011 was released we got possibility to create reports for CRM Online but it is limited to usage of FetchXml reports that doesn’t have Union operation. Following article describes workaround.

November 5, 2012

MS CRM 2011: General approaches to generation of reports

Following article describes general steps to use web services of Reporting Services.
August 7, 2012

MS CRM 2011: Sharing Summary Report

Sharing is amazing feature which is available in Dynamics CRM. Unfortunately it is not easy to say which record is shared with whom and which privileges are provided. I have created report using which you can get this information.