Question

We are currently in the midst of upgrading our CRM 3.0 installation to CRM 4.0.

One of the things we were doing from our external web site is pulling a PDF of a report using the ReportViewer control and then doing a ReportViewer.ServerReport.Render().

From what I ve gathered, this doesn t work anymore, because anything I try to do fails, mostly with rsReportParameterProcessingError and rsCredentialsNotSpecified.

I suspect this is because 4.0 uses the CRM Data Connector to get around Kerberos trust for delegation.

So, All I want is a PDF of a CRM report, that I can get programmatically. Anyone ever tried this?

Answer 1

Our solution was to copy the specific reports from CRM s 4.0 folder to another folder on the Report Server, and use them from there using standard SQL Server connection strings..

We only have 4 reports that we needed, so the duplication was bearable.

Edit: I finally found the official answer. In CRM 4.0 there is an Action when editing the report entity, called "Publish Report for External Use". This basically does exactly what I did above. I am not the official Reports guy, so I did not think to go look at this form in CRM.

But, there you have it, now I can say I found an official answer.

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