How To Install Microsoft Dynamics CRM Reporting Extensions

After a rather larger delay since the last post, on how to install Microsoft Dynamics CRM than I intended, I’m back with a post on how to install the Microsoft Dynamics CRM Reporting Extensions and I’ll be trying to do at least one post a week on Dynamics CRM.

When you install Microsoft Dynamics CRM itself you can choose to start the Reporting Extensions from the final page of the setup utility or you can choose to install it from the install media via the setup utility which you will need to do if you have SQL Server Reporting Services installed on a different machine to the Microsoft Dynamics as the Reporting Extensions setup needs to be run on the SQL Server Reporting Services server;

When you install Microsoft Dynamics CRM it is recommended that you get updates via Windows Update, however, if you don;t want to do so and retain manual control over the install of updates, you can choose this option;

Once the required files have been extracted to the temporary install folder, you need to accept the License Agreement to proceed;

Enter the name of the SQL Server hosting the Microsoft Dynamics CRM databases; if you’re using a named instance remember to enter this as part of the SQL Server name. You can either type the name in or use the drop down combo to select the server from the list;

Specify the SSRS instance name by picking it from the dropdown combo (as mentioned earlier you need to be running the Reporting Extensions Setup on the machine with SSRS installed);

Choose the install directory (which by default will be in %ProgramFiles%);

Wait while the setup utility checks the connection to SQL Server, the environment and user inputs. If there are any problems a message will be available explaining the issue; click back to make corrections until everything is OK (as below) and click next;

You’ll be warned that SQL Server Reporting Services will be stopped and restarted during the setup so make sure this won’t cause problems and then click Next;

Review your selections (the installer has seen through the CRM1 DNS CNAME alias I created to the underlying Server name and shows it on this step) and click Next to proceed with the install and deploy of the reports to the available CRM organisations;

Once the install of the Microsoft Dynamics CRM Reporting Extensions setup is complete a confirmation page will be displayed;

Now that both Microsoft Dynamics CRM and the Reporting Extensions are installed, CRM is ready to go.

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