Friday, March 9, 2012

Report Builder and CRM 3.0

Hello:

Does anybody know of an easy way to give lots of end-users of MS CRM 3.0 permission to create reports using the Report Builder? Heck, what's an efficient way to give lots of non-admin type users (regardless of CRM) the capability to use the Report Builder? Right now it seems that every Windows user has to be granted rights on an individual basis.

Based on various documentation, it appears that assigning the Report Builder role is meaningless unless users are defined under Site-Wide Settings as being either a System Administrator or System User. I know CRM creates a user called ReportingGroup, but assigning it a site-wide setting of System User with a Report Builder role doesn't flow to the individual members of ReportingGroup.

According to some other documentation I came across, ReportBuilder is a clickonce app that essentially needs to verify that the actual individual Windows user is permitted to access ReportBuilder. Given this fact, then it would seem to me that granting a group appropriate permissions to Report Builder is pointless.

In general, I'm failing to find solid information on SSRS2005 security and CRM 3.0, specifically as it relates to Report Builder permissions.

Does anyone have recommendations? Thanks.

Giving CRM users access to Report Builder requires 2 things:

First, they need to be in a system-wide role that includes the ability to run ad hoc reports. Generally, this is the System User role. I believe that ReportingGroup is a folder / scoped role, not a system role. Anyway, you can just assigned a Windows group that has the users you want to have access to this role.

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