To install the CRM Reporting Extensions, locate the Microsoft Dynamics CRM installation files, and follow these steps: In the /SrsDataConnector/ folder, double-click SetupSrsDataConnector.exe. On the Welcome to Microsoft Dynamics CRM Reporting Extensions Setup page, select whether you want to update Microsoft Dynamics CRM Server Setup.
-->Applies to Dynamics 365 for Customer Engagement apps version 9.x (on-premises)
Microsoft Dynamics 365 Reporting Extensions has the following requirements:
- You must complete Dynamics 365 Server Setup before you run Microsoft Dynamics 365 Reporting Extensions Setup.
- You must run Microsoft Dynamics 365 Reporting Extensions Setup on a computer that has a supported version of SQL Server Reporting Services installed. More information: Microsoft Dynamics 365 for Customer Engagement reporting requirements.
Warning
Dynamics 365 for Customer Engagement users who use the Report Viewer control included with Visual Studio 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 Dynamics 365 for Customer Engagement. To reduce the risk of exposing confidential data, we recommend that you configure the 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
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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 Dynamics 365 for Customer Engagement and SQL Server Reporting Services websites.
Install the Microsoft Dynamics 365 for Customer Engagement Reporting Extensions
To install the Microsoft Dynamics 365 Reporting Extensions, locate the Microsoft Dynamics 365 Reporting Extensions installation files, and follow these steps:
- In the .Serveramd64SrsDataConnector folder, double-click SetupSrsDataConnector.exe.
- On the Welcome to Microsoft Dynamics 365 for Customer Engagement Reporting Extensions Setup page, select whether you want to update Microsoft Dynamics 365 Reporting Extensions Setup. We recommend that if updates are available, you let Setup download the latest version. To do this, select Update installation files, wait until the update process is complete, and then select Next.
- On the License Agreement page, review the information and, if you accept the license agreement, select I accept this license agreement, and then select I Accept.
- If Setup detects that components are missing, the Install Required Components page appears.
- If you have already installed the required components, this page will not appear.
- If you have not installed the required components listed, you can install them now. Select Install. When the components are installed, the status column will change from Missing to Installed, and you can select Next to continue.
- 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 select Next.NoteIf you are not using the default SQL Server instance, enter <machine-name><instance-name>.
- On the Specify SSRS Instance Name page, select a SQL Server Reporting Services instance that will be used for Dynamics 365 for Customer Engagement reporting, and then select Next.
- On the Select Microsoft Update OptIn page, select whether you want to use Microsoft Update for checking for updates for your Microsoft products, and select Next. We recommend that you use the Microsoft Update to check for updates because this helps keep your computer up-to-date and secure.
- On the Select Installation Location page, accept the default location or enter a different file installation location where you want to install Microsoft Dynamics 365 Reporting Extensions. Select Next.
- The System Checks page appears. This page is a summary of the requirements for a successful Microsoft Dynamics 365 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, select Next.
- The Service Disruption Warning page appears. Verify the suitability of the services that will be stopped or restarted, and then select Next.
- Review the Ready to Install Microsoft Dynamics 365 for Customer Engagement Reporting Extensions page, and then select Back to correct any errors. When you are ready to continue, select Install.
- When Setup completes successfully, the Microsoft Dynamics 365 for Customer Engagement Reporting Extensions Setup Completed page appears. Select Finish.During Setup, reports will be published for the default organization.ImportantThe reports will not be published if:
- The user running Microsoft Dynamics 365 Reporting Extensions Setup does not have appropriate permissions on the organization database.
- Microsoft Dynamics 365 Reporting Extensions are installed for a 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 365 Reporting Extensions are being installed.
See also
-->This content also applies to the on-premises version.
Dynamics 365 Report Authoring Extension is required to create and customize fetch-based reports by using SQL Server Data Tools - Business Intelligence, an authoring environment for Visual Studio. More information: Microsoft Dynamics 365 reporting requirements
If not already installed, the following components are installed during Dynamics 365 Report Authoring Extension Setup:
- .NET Framework
- Microsoft Application Error Reporting Tool
- Windows Live ID Sign-in Assistant 6.5
Warning
Dynamics 365 for Customer Engagement users who use the Report Viewer control included with Visual Studio 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 Dynamics 365 for Customer Engagement. To reduce the risk of exposing confidential data, we recommend that you configure the SQL Server Reporting Services URL 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: MSDN: Configure SSL Connections on a Native Mode Report Server.
Important
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If your organization uses Office 365, the computer on which the Dynamics 365 Report Authoring Extension is installed must have the Microsoft Online Services Sign-in Assistant installed on it. If Microsoft Online Services Sign-in Assistant is already installed, check the registry key SOFTWAREMicrosoftMSOIdentityCRL and make sure that the TargetDir registry key in MSOIdentityCRL contains msoidcli.dll.
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Install the plug-in
Dynamics 365 Report Authoring Extension is a plug-in that obtains the metadata and data from Dynamics 365 for Customer Engagement. This metadata is required to design and preview Fetch-based reports in SQL Server Data Tools. You can use Dynamics 365 Report Authoring Extension with either Dynamics 365 for Customer Engagement or Dynamics 365 for Customer Engagement (on-premises).
- In the /BIDSExtensions/ folder, double-click SetupBIDSExtensions.exe. Download from the Microsoft Download Center.
- On the Welcome to Microsoft Dynamics 365 Report Authoring Extension Setup page, we recommend that you choose Get updates for Microsoft Dynamics 365, to make sure that Setup has the most recent installation files. Select Next.
- On the License Agreement page, review the information, and if you accept the license agreement, select the I accept this license agreement check box, and then select I Accept.
- If Setup detects that some required components are missing, the Install Required Components page appears. To install them, select Install. When the components are installed, the status column changes from Not Installed to Installed. Select Next to continue.Router serial interface. Overview The VSIO Adapter is a dS–NET peripheral primarily intended for use with the dScope Series III test and measurement system. It is an interface adapter which allows bi-directional translation between the dScope's AES3 output and input, and serial audio multiplex interfaces (for example I2S) such as are commonly found on digital audio ICs. BNC 3G-SDI (Serial Digital Interface) Professional Gold Plated Coax Cables BNC Plug RG 59 and RG6 Coax Cables, Male to Male with Gold Plated center connecting pins support 6G SDI standards to 4K@30Hz 1.5ft 6G-SDI (4K) BNC Coax Cable, RG6/18AWG Male to Male, Gold Plated.Note
- These components are required before Dynamics 365 Report Authoring Extension can be installed. You can exit Setup and install the components manually, or select Install. The Next button on this page is disabled until Setup detects that these components are installed.
- Installing these components may require you to restart the computer. If you are prompted to restart the computer, do so, and then start Setup again.
- On the Select Microsoft Update Preference page, we recommend that you select the Use Microsoft Update when I check for updates (recommended) option. Microsoft Update makes sure that your computer has the latest technology, which can help to reduce the risk of vulnerabilities and security issues.
- On the Select Installation Location page, accept the default location or enter a different file installation location, and then select Next.
- On the System Checks page, a summary of all requirements and recommendations for a successful installation is shown. Errors must be corrected before installation can continue. If no errors, or only warnings appear, you can continue with the installation. To do this, select Next.
- Review the Ready to Install Microsoft Dynamics 365 Report Authoring Extension page, and then select Back to correct any errors. When you are ready to continue, select Install.
- When Setup successfully completes, the Microsoft Dynamics 365 Report Authoring Extension Completed page appears. Select Finish.