[TIP] Resolving Connection Issues in SSRS for Dynamics 365

 

[TIP] Resolving Connection Issues in SSRS for Dynamics 365

When working with SQL Server Reporting Services (SSRS) in Dynamics 365, you might come across a peculiar issue where the metadata doesn't appear as expected, or the CRM Login pop-up window fails to display the list of available organizations, even when the option "Display list of available organizations" is checked. The root cause could be the credential settings in the data source of your SSRS project.

Problem Description:

Upon creating an SSRS project and adding an existing report, if you set the data source to 'no credential', and despite inputting the account name and password, along with checking the list "Display list of available organizations", it may go awry and not connect to the correct dataverse.

Solution:

Here's a step-by-step breakdown of how to address this issue:

1. Set Credentials Properly:

   • In the data source settings of your SSRS project, set it to use the account name and password instead of choosing 'no credential'.
   • Ensure that the account name and password are correctly entered, and the "Display list of available organizations" option is checked.

2. Run the Report:

   • Execute the report. If done correctly, it should run successfully, and connect to the correct dataverse.

3. Switch Back (Optional):

   • Interestingly, after a successful run, you can switch the data source settings back to 'no credential' for subsequent runs. The issue does not reoccur, and the connection to the correct dataverse remains intact.

Conclusion:

This workaround ensures that your SSRS project connects to the correct dataverse in Dynamics 365. It's a quirky behavior but following the steps outlined above should help overcome the initial connection hurdles, ensuring smooth report generation and execution within your Dynamics 365 environment.