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URL: https://www.cdata.com/kb/tech/dynamics365-ado-ssrs-server.rst

⇱ Deploy the ADO.NET Provider for Dynamics 365 on an SSRS Report Server

Deploy the ADO.NET Provider for Dynamics 365 on an SSRS Report Server

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to Dynamics 365 data from multiple reports and pick up updates immediately: Create a shared data source on a native mode report server or a report server on a SharePoint farm.

In this article, we will guide you through the deployment process of the CData ADO.NET Provider for Dynamics 365 on an SQL Server Reporting Services (SSRS) report server. Additionally, you will learn how to establish a shared data source, which facilitates connectivity to real-time Dynamics 365 data from various reports. You can then access these shared data sources from the Report Designer within Visual Studio. For detailed instructions on creating datasets in Report Designer using ADO.NET, please refer to the "Using ADO.NET" section in the help documentation.

About Dynamics 365 Data Integration

CData simplifies access and integration of live Microsoft Dynamics 365 data. Our customers leverage CData connectivity to:

  • Read and write data in the full Dynamics 365 ecosystem: Sales, Customer Service, Finance & Operations, Marketing, and more.
  • Extend the native features of Dynamics CRM with customizable caching and intelligent query aggregation and separation.
  • Authenticate securely with Dynamics 365 in a variety of ways, including Azure Active Directory, Azure Managed Service Identity credentials, and Azure Service Principal using either a client secret or a certificate.
  • Use SQL stored procedures to manage their Dynamics 365 entities - listing, creating, and removing associations between entities.

CData customers use our Dynamics 365 connectivity solutions for a variety of reasons, whether they're looking to replicate their data into a data warehouse (alongside other data sources) or analyze live Dynamics 365 data from their preferred data tools inside the Microsoft ecosystem (Power BI, Excel, etc.) or with external tools (Tableau, Looker, etc.).


Getting Started


Deploy the ADO.NET Provider

The provider installation automatically deploys the provider on report servers in native mode. On report servers in SharePoint mode, you can use the install-sprs.ps1 PowerShell script to deploy. Simply run the script from the lib subfolder in the installation directory, or pass in the "path" parameter.

Create a Shared Data Source for Dynamics 365

You can create shared data sources directly from a report server or SharePoint site. Alternatively, you can use Report Designer to create shared data sources.

Report Designer

You can use Report Designer to create shared data sources on native mode report servers and report servers on a SharePoint server farm.

  1. In a Report Server Project in Visual Studio, right-click Shared Data Sources in Solution Explorer and click Add New Data Source.
  2. Enter a name for the data source and in the Type menu select CData Dynamics365 Report.
  3. In the Connection String box, enter the connection string to connect to Dynamics 365. A typical connection string is below: 
    OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH;

    Edition and OrganizationUrl are required connection properties. The Dynamics 365 connector supports connecting to the following editions: CustomerService, FieldService, FinOpsOnline, FinOpsOnPremise, HumanResources, Marketing, ProjectOperations and Sales.

    For Dynamics 365 Business Central, use the separate Dynamics 365 Business Central driver.

    OrganizationUrl is the URL to your Dynamics 365 organization. For instance, https://orgcb42e1d0.crm.dynamics.com

    When you configure the connection, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

    👁 Properties to define a shared data source in Report Designer. (Salesforce is shown.)
  4. Set the folder and server URL in your project properties. If you are publishing to SharePoint, the values for all properties must be fully qualified URLs. For example:
    • Report Server: http://MyServerName/ReportServer
    • SharePoint: http://MyServerName/MySite/MySubsite
  5. Right-click the shared data source and click Deploy.

Report Manager

On native mode installations of report server, you can use Report Manager to create shared data sources. You must have permissions to manage data sources on the report server.

  1. From the Home page in Report Manager, click New Data Source. The New Data Source page is displayed.
  2. Enter a name for the data source and in the Data Source Type menu, select CData Dynamics365 Report.
  3. In the Connection String box, enter the connection string to connect to Dynamics 365. A typical connection string is below: 
     OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH;

    Edition and OrganizationUrl are required connection properties. The Dynamics 365 connector supports connecting to the following editions: CustomerService, FieldService, FinOpsOnline, FinOpsOnPremise, HumanResources, Marketing, ProjectOperations and Sales.

    For Dynamics 365 Business Central, use the separate Dynamics 365 Business Central driver.

    OrganizationUrl is the URL to your Dynamics 365 organization. For instance, https://orgcb42e1d0.crm.dynamics.com

    👁 Properties to define a shared data source in Report Manager. (Salesforce is shown.)

SharePoint

Follow the steps below to create a shared data source on a SharePoint site. Note that this step has the following prerequisites in SharePoint 2013:

  • The Reporting Services add-in for SharePoint
  • The Report Server Integration site collection feature

Follow the steps below to add the report server content types to your library:

  1. Log into SharePoint and open the library where you want to save the .rsds file.
  2. Click Library on the ribbon and then click Library Settings.
  3. In the General Settings section, click Advanced Settings.
  4. In the Content Types section, select Yes to allow the management of content types. The Content Types section is added to the Library Settings page.
  5. On the Library Settings page, click Add from existing site content types.
  6. In the Available Site Content Types list, select Report Data Source and click Add.

You can then create the shared data source. You will create an .rsds file that contains the connection information to Dynamics 365.

  1. Log into SharePoint and open the library where you want to save the .rsds file.
  2. On the ribbon click Documents -> New Document -> Report Data Source.
  3. Enter a name for the data source.
  4. In the Data Source Type menu, select CData Dynamics365 Report.
  5. In the Connection String box, enter the connection string to connect to Dynamics 365. A typical connection string is below: 
    OrganizationUrl=https://myaccount.operations.dynamics.com/;Edition=Sales;InitiateOAuth=GETANDREFRESH;

    Edition and OrganizationUrl are required connection properties. The Dynamics 365 connector supports connecting to the following editions: CustomerService, FieldService, FinOpsOnline, FinOpsOnPremise, HumanResources, Marketing, ProjectOperations and Sales.

    For Dynamics 365 Business Central, use the separate Dynamics 365 Business Central driver.

    OrganizationUrl is the URL to your Dynamics 365 organization. For instance, https://orgcb42e1d0.crm.dynamics.com

    👁 Properties to define a shared data source in SharePoint. (Salesforce is shown.)