When installing CRM 4.0 (or upgrading from 3.0) in an environment where SQL Server, SQL Reporting Services and CRM will all be on separate physical machines, you must use the Microsoft CRM Data Connector to bypass authentication issues. Once you’ve done this, your servers will all be able to communicate without issue and your reports will work swimmingly!
Well, almost. Recently, I encountered two separate instances (a new install and an upgrade, both using the Data Connector) where we had run all of the installs without any problems, but attempts at running any reports lead to the dreaded "Page Cannot Be Displayed" error.
In one case, the event log on the SQL Reporting Services server had several security audit failures. In there other case, there were no errors to be seen. However, both situations were the result of our Report Manager not being properly configured.
Follow these steps to verify that yours is configured correctly and, hopefully, save yourself some time.
- Open up Report Manager (http://SRSServer/Reports)
- Click on OrgName_MSCRM
- On the right-hand side, on the toolbar, click Show Details
- Click on the 4.0 folder
- Then locate and click on MSCRM_DataSource
- Verify that Connection Type is set to "Microsoft CRM Data Extension" and Connect using: is set to "Credentials supplied by the user running the report"
- Click Apply
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