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Blog Posts for Tag: reports

Opening a Report on AX 2012 raises infolog error: The default Report Server Configuration ID could not be found in the SRSServers table. 

Consider the following scenario: – You have one Microsoft Dynamics AX 2012 AOS instance fully configured, and users are able to open reports from the AX client connecting to this instance. – You now add an additional AOS instance. – Users connecting to the additional/new AOS instance get the following infolog error when trying to open...Read more
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Microsoft Dynamics AX 2012: Install multiple instances of Reporting Services extensions on the same machine 

With Microsoft Dynamics AX 2009 we do not support the setup where we have several instances of SQL Reporting Services on the same box connecting to different AOS. The reporting extensions always made connection to AOS mentioned in current configuration taken from Dynamics AX 2009 Configuration Utility. There is no way to change it. The...Read more
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BarcodeCode128 and Tilde Character 

Recently we came across an issue with BarcodeCode128 barcodes – when using a tilde character (~) within a BarcodeCode128 barcode in AX the resulting barcode can be unreadable by scanners. The reason for this is that Code128 has three different code sets associated with it – using an escape character in the barcode string to...Read more
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Parameterizing Fetch Based Reports 

As you may already know, we have introduced fetch based reports in Microsoft Dynamics CRM 2011. This means you can now upload powerful, custom fetch based reports even in Microsoft Dynamics CRM Online and CRM’s wizard reports are not the only available option. Other than fitting nicely into CRM Online scenarios, these reports are also...Read more
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Fetch-Xml based Reports: Bits & Pieces 

With Fetch-xml based reports in Microsoft Dynamics CRM 2011, users can now create custom reports in Microsoft CRM Online. The CRM Report Authoring extension for BIDS provides a rich authoring experience for creating such custom reports. Abhijit Gore has a great introduction post on authoring and updating fetch based report using BIDS. In this post,...Read more
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Using Data Pre-Filtering in Microsoft Dynamics CRM Reports 

Have you been looking for a way to retrieve and view query results faster?  Pre-filter the data! Data pre-filtering in Microsoft Dynamics CRM reports lets you retrieve and display result sets quickly, makes reports context-sensitive, and allows reports to be filtered using the Advanced Find feature. Data pre-filtering complements data filtering supported by Microsoft SQL...Read more
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CRM Online: Reporting Options 

Today’s guest blogger, CRM MVP Frank Lee, describes reporting options available for Microsoft Dynamics CRM Online. Microsoft Dynamics CRM Online is a fantastic CRM platform for most small medium businesses (SMB) – it is so easy and inexpensive to get started.  However, one area of challenge for Microsoft CRM Online is custom reporting.  Some background...Read more
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Including External Data in Microsoft Dynamics CRM 4.0 Reports 

CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective, blogs about BI solutions. So you want to create a report that references data from another database.  Perhaps you want to correlate your CRM data with your ERP data to see how CRM activities are affecting your orders in financials.  Of course, you could do an...Read more
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Microsoft Dynamics CRM Pre-Filtering Tips 

CRM Pre-Filtering is a very useful option that can be enabled on CRM reports to make them context sensitive and to allow the report to be filtered using the Advanced Find functionality.  Although this is a great feature, it is often an area that is not fully understood which can lead to someone encountering unexpected...Read more
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Fixing Report Snapshots in CRM 4.0 

Problem: V4: Report snapshots are never generated when scheduling a Report in CRM v4.0 Cause: When the report snapshot is being generated, CRM Data Connector for SQL Server Reporting Service (SSRS) attempts to verify the identity of the calling user, it failed in several reasons: 1. We verify the caller by checking the System.Threading.Thread.CurrentPrincipal to...Read more
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