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Microsoft Dynamics CRM 2011 Reporting by Damian Sinay

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Datasets

There are two types of datasets: shared and embedded. To create a shared dataset, we will need to have access to SQL Reporting Services, as the shared dataset will be stored there to be accessible for future reports. If we don't have access to the SQL Server Reporting Services, we can skip this step and create an embedded dataset that will be embedded within our report (RDL file).

To create a new shared dataset, follow the ensuing steps:

  1. Click on New Dataset.
    Datasets
  2. Click on the Browse other data sources link and find the MSCRM_DataSource data source for our organization; it will usually be located in a folder with our organization name plus the ...

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