In order to access the variety of reports which CRM provides out of the box, or to access custom built reports from CRM Reporting Extensions (also known as the SRS Connector), you must be installed on a SQL server with SQL Server Reporting Services running. Generally, when setting up SQL Server Reporting Services, the Service Account which runs the service is set to the default of Report Server. When CRM Server and SQL are on two different servers it may produce an error message at the System Checks page when installing CRM Reporting services because of the Service Account. For security reasons, the best option is to have a domain user as the Service Account.
To do this create a user in Active Directory such as SSRSSrvc
Start > Administrative Tools > Active Directory users and computers
Navigate to the Domain > Users > New > User
When creating be sure to set the password to never expiring if your organization allows that in their expiration policy.
Now go to Reporting Services Configuration Manager on the SQL server and update the Service Account to the new domain user that was created.
Now the CRM Reporting Extensions should install successfully and the CRM out of box reports will be available in CRM.
If you have more questions pertaining to this process or would like to speak to a consultant, please contact KTL Solutions at sales@ktlsolutions.com or by calling our Toll Free line at 1.866.960.0001.
SCOTT FLORANCE | CRM Business Software Consultant
Scott Florance is one of the CRM Consultants at KTL and has proven his value as a member of the team since September 2013. Whether implementing a new CRM organization or adding to existing configurations, Scott has engaged clients with a positive and enthusiastic demeanor to help them meet their organizational needs. With four plus years of experience, Scott is familiar with CRM as both a power user and administrator. Scott received his bachelor’s degree in business administration from the University of Central Florida. He is a Microsoft Certified Technology Specialist for Dynamics CRM as well as a Certified Scribe Technician.
