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On Dynamics CRM Online Default Reports Not Editable

The Dynamics CRM Support Team gets quite a few cases where customers are unable to edit the Default reports on CRM Online.

1. On CRM Online the available out of the box reports are not customizable. You are able to download the *.*RDL Files although after editing it in SQL Server 2008 R2 Business Intelligent Development Studio you won’t be able to upload then back into CRM Online. You are unable to create sub reports for an already existing report on CRM Online.

This is because RDL Sandboxing is enabled for CRM Online. This will allow you to upload into CRM Online Only FetchXml Reports, and you will be unable to upload any SQL query based SSRS reports on CRM Online.

2. The allowed namespaces, types, and members included into these FetchXML reports are found in the following article:

https://msdn.microsoft.com/en-us/library/hh547428.aspx

3. The following Information and article are very helpful for beginning with FetchXML Reporting on CRM Online:

a. On CRM Online you can’t edit the default reports which you can download as *.*RDL files from within the reports entity

b. RDL Sandboxing is enabled; the following features are disabled for RDL files in the CRM Online Environment:

•     Custom code in the <Code> element of a report definition

• RDL backward compatibility mode for SQL Server 2005 Reporting Services custom report items

• Named parameters in expressions such as DateFormat or NameSpace

• For more details please read the following KB article:

https://support.microsoft.com/kb/2600639/en-us

c. Please check out the following blog articles which are describing the following topics regarding FetchXML Reports:

i. Getting Started with CRM 2011 Online Fetch XML Reporting:

https://garethtuckercrm.com/2011/03/24/fetch-xml-reports-for-crm-2011-online

ii. Images in your CRM reports – Photos with FetchXML Reports:

https://www.powerobjects.com/blog/2011/09/21/images-in-your-crm-reports-powerphoto-with-fetchxml-reports

 

Best Regards

Dynamics CRM Support Team

Comments

  • Anonymous
    November 26, 2013
    I was having a lot of trouble with that and now i can work with it.Thanks for sharing information about this query. Can't wait for  www.iesgp.com