Custom Reports with CRM 2011 Online

Before starting reporting for CRM 2011 we need to verify that BIDS extension for 2011 beta is installed in the environment.Click here to download and install BIDS.

There are more requirements which can be found in  SDK topic “Create Custom Reports Using Business Intelligence Development Studio” After
completing all the pre requisites, Follow these steps closely to create a custom report for CRM 2011 online:

1. Open Business Intelligence Development Studio from SQL 2008 or Visual Studio 2010.
2. Create a report server project.
3. In Solution Explorer, right-click the Reports folder, and then click Add New Report. ( In this post I am covering only report creation using report wizard)
4. The Report Wizard dialog box opens.
5. On the Welcome to the Report Wizard, click Next.
6. On the Select the Data Source page, click New Data Source, and specify the following details:
   • Name. Type a name for the data source.
   • Type. Select Microsoft Dynamics CRM Online Fetch as the data source type.
   • Connection string. Type the connection string for the data source.The connection string should be: <ServerURL>;<OrganizationName>
   • In this connection string, only <ServerURL> is mandatory. for example: https://demo0101.crm.dynamics.com .If an organization name is not specified, the first organization that the user (running this query) belongs to is used.
   • Click Next.
7. Specify the credentials to connect to Microsoft Dynamics CRM Server i.e. your windows live credentials you use to login into CRM Online, and click OK.
8. In Design the Query page, type the Fetch XML query to use for the report.You can either filter records using Advanced Find in Microsoft Dynamics CRM Online, and use that query here, or you can write your own query. To obtain a query, from Microsoft Dynamics CRM Online, use Advanced Find to find the records, and click Download Fetch XML. Paste the query from the downloaded file in the query area.
9. Click Next.
10. Select whether you want to create a tabular report or a matrix report.
11. Design the report.
12. Select a style to apply to the report, and then click Next.
13. Verify the fields that will be included in the report and name the report
14. This report can be uploaded to CRM Online as a rdl file.