Solutions to issues with Reports in Dynamics CRM 2011

OK I am having a real hard time getting reports to work after installing CRM in recent times. This is an attempt to compile all SQL reports related errors and solutions that have worked for community in general. I have not checked each of the solutions but since I am experiencing issues with reports pretty often I am create this as a quick reference source. The solutions and errors have been picked up from queries posted on community forums and other blog posts.

1. Reports dont work after upgrade to CRM 2011 not even in the new organization added.

I have a separate post on that. But if that does not resolve your problem. It could be that the CRM 4 reports are still being referenced and the new CRM 2011 reports are not being published. The reports do not work in any of the CRM organizations. The Reports are stored in Shared Reports\5.0 folder on Report Server. You can go ahead and delete the Shared Reports folder and then execute the publishreports.exe to publish the reports.

2. Reports do not work with the following error recorded in the log files.

You can access the log files at Program Files\Microsoft SQL Server\MSRS10_50.MSSQLSERVER\Reporting Services\LogFiles

Cannot create a connection to data source 'CRM'. ---> Microsoft.Crm.Reporting.DataExtensionShim.Common.ReportExecutionException: Immediate caller DOMAIN\crm has insufficient privilege to run report as user S-1-5-21-1756635634-....

There are a couple of solutions available for this.

Open Reporting Services Configuration Manager and uncheck the credentials provided in the Execution Account

Another solution available on this blog.

3. Another common reason for reports not working is the user running the reports is not a part of the following groups

4. Check your Datasource settings in SSRS.

There are 2 datasource created within each CRM organization as well in the Shared Reports folder.

MSCRM_FetchDataSource - This is used by Fetch based Reports

MSCRM_DataSource - This is used by SQL queries based Reports

This is not a comprehensive list and suggestions to include other problems/solutions related to reports in this post are most welcome.

Note: These solutions should be used at your own risk.

Reports Not Working After Upgrade to CRM 2011

I have worked on various upgrades and none have really had issues with the reports not working. I make sure that the SRS Data Connector is installed without fail. 


When you install CRM with the SQL server being separate from the CRM server, the setup does not automatically prompt you to install Reporting Services Extensions. You need to manually copy the  SrsDataConnector folder found in the CRM install directory to your SQL server. Run SetupSRSDataConnector.exe from there. This will prompt you to select the SQL server and the Reporting Server instance and go ahead and install all the reports for you.


In my case this was already done and yet the Sub-Reports did not work. The main reports would work but the moment we clicked on Show More Details that would require the sub-report to be executed, it would throw an error "Details could not be displayed as the sub-report could not be found". The Event viewer recorded the following error


Report render failure. Error: The item '/SharedReports/5.0.xxxx/{6177ee54-f42e-e011-a793-001ec9bbc670}' cannot be found. (rsItemNotFound)


Checking the Report Server using http://server/Reports showed that though the sub-report was present in that folder it had a different Guid than the one shown in the event viewer.


Since this was an upgrade, I thought it might still be using CRM 4 Guids and publishing the reports again would probably fix the issue. I found "PublishReports.exe" in the tools folder of CRM Installation directory. 


Executed that exe from command prompt using publishreports.exe uniqueorgname


It showed that it published some reports but that did not resolve my problem :(


I then came across this post that helped me reset the setting in MSCRM_Config database .


There is a setting in MSCRM_Config --> Organization table "AreReportsPublished". You need to set the value of this attribute to 0/False. This will be get the PublishReports to publish the reports once again.


After making this change, executing the PublishReports.exe tool helped in get my reports working again!


No matter how many upgrades you work on.... each one is a different case :)

UR8 released and UR9 "Beta" now available!

UR8 for Dynamics CRM 2011 was released a couple of weeks back. Note UR8 does not include the Cross-Browser and other features. UR8 is only a release of patches to the existing CRM 2011 application that includes hotfixes.

You can download UR8 from http://support.microsoft.com/kb/2600644

Within a few weeks from the release of UR8, UR9 has been made available for public beta. You can check Girish Raja article for more details on how to subscribe to the beta. Go get your beta copy right now!