Microsoft Dynamics CRM Reporting Extensions Installation

The scenario : A CRM4.0 to CRM 2011 upgraded installation. ReportServer for SQL Server 2008 properly configured for CRM. Check the post here to configure your ReportServer.

While trying to add a ‘New Org ‘ using Deployment Manager, there was an error which said “Microsoft Dynamics CRM Reporting Extensions component is not installed”. And could not go further with the new org creation.

This extension comes with the CRM 2011 installation media (eg. DVD). In order to install, you will have to :

a). Stop the SQL Server Reporting Services using the SQL Server Configuration Manager first hand. This is a recommended though the installation itself would stop this. But , somehow for me it threw some error , and i had to start the whole process over again. Hence this could be thought of as an Measure to save effort and time!

b). Have your installation media of MS CRM 2011 connected.

Follow these steps:

  • Browse and go to server/SrsDataConnector/ folder, double-click on SetupSrsDataConnector.exe
  • On the Welcome to Microsoft Dynamics CRM Reporting Extensions Setup page, select whether you want to update Microsoft Dynamics CRM Server Setup. We recommend that, if updates are available, you let Setup download the latest version. To do this, click Update installation files, wait until the update process is complete, and then click Next.
  • On the License Agreement page, review the information and, if you accept the license agreement, click I accept this license agreement, and then click 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. Click Install. When the components are installed, the status column will change from Missing to Installed, and you can click 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 Microsoft Dynamics CRM configuration database that is named MSCRM_CONFIG, and then click Next.
    Note
    If you are not using the default SQL Server instance, enter\.
  • On the Specify SSRS Instance Name page, select a Microsoft SQL Server Reporting Services instance that will be used for Microsoft Dynamics CRM reporting, and then click 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 click Next. We recommend that you use the Microsoft Update to check for updates because this keeps your computer up-to-date and secure.
  • On the Select Installation Location page, click Browse, and select a path where you want to install CRM Reporting Extensions, and then click Next.
  • The System Checks page appears. This page is a summary of the requirements for a successful CRM 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, click Next.
  • Review the Ready to Install Microsoft Dynamics CRM Reporting Extensions page, and then click Back to correct any errors. When you are ready to continue, click Install.
  • When Setup completes successfully, the Microsoft Dynamics CRM Reporting Extensions Setup Completed page appears. Click Finish.
    The reports will be published for the default organization.

*Note
The reports will not be published if:

  • The user running CRM Reporting Extensions Setup does not have appropriate permissions on the organization database.
  • CRM Reporting Extensions are installed for an 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 CRM Reporting Extensions are being installed.

If in case you need a complete guide for installing Report services on MS SQL Server 2008 , check out my post here .

The steps are taken from the Implementation Guide of MSCRM which you could find here.

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About mytechlifedays

Its been a wonderful learning period over the last 6 years in the IT industry , getting exposed to whole lot of technologies and ideas. The hurdles and the crisis that came along have been wonderful experience ... And now its time to pen them down so that let some others execute faster and easily with these information .....
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One Response to Microsoft Dynamics CRM Reporting Extensions Installation

  1. Pingback: Installing SQL Server 2008 R2 Reporting Services | My Tech Days

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