How to set up a report development environment for fetch-based reports

You must set up the report development environment before you work with custom reports. To set up the report development environment, install the required components on your computer:

• Microsoft Visual Studio, or any product that uses the Visual Studio .NET integrated development environment (such as Microsoft Visual Basic .NET).
• Business Intelligence Development Studio. You can install Business Intelligence Development Studio from the Microsoft SQL Server 2008 CD. Business Intelligence Development Studio requires Visual Studio .NET 2008.
• Microsoft Dynamics CRM Report Authoring Extension

  Microsoft Dynamics CRM Report Authoring Extension can be installed from the Microsoft Dynamics CRM Server Setup DVD or from the Download Microsoft Dynamics CRM Report Authoring Extension page. Microsoft Dynamics CRM Report Authoring Extension is required to author Fetch-based reports by using BI Development Studio. For more information about installing Microsoft Dynamics CRM Report Authoring Extension, see Download Microsoft Dynamics CRM Report Authoring Extension.

• Microsoft Dynamics CRM Reporting Extensions

  Microsoft Dynamics CRM Reporting Extensions can be installed from the Microsoft Dynamics CRM Server Setup DVD. Microsoft Dynamics CRM Reporting Extensions is required to create, run, and schedule Fetch-based reports in Microsoft Dynamics CRM. For more information about installing Microsoft Dynamics CRM Reporting Extensions, see the Microsoft Dynamics CRM 2011 Implementation Guide.

• Make sure a security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. assigned to your account includes the Publish Reports A privilege required to make a report available to all Microsoft Dynamics CRM users. This privilege is on the Core Records tab in Security Roles. and Add Reporting Services Reports A privilege required to add Reporting Services reports either for personal or organization-wide use. This privilege is not required for adding reports created with the Report Wizard. This privilege is on the Core Records tab in Security Roles. privileges.

In addition to the required components, the following documentation is helpful:

• Reporting for Microsoft Dynamics CRM Using Microsoft SQL Server Reporting Services section of the Microsoft Dynamics CRM 2011 Software Development Kit. More information: Reporting Using Microsoft SQL Server Reporting Services (Microsoft Dynamics CRM SDK)
• Reporting Services Books Online provides help for Reporting Services. More information: <ms_SQL_Server_2008_short> Reporting Services Books Online