I've created a custom Reporting Services report from within Visual Studio that is intended to use automatic prefiltering as described here.
So, I've created my query as follows:
select fullname, createdbyname, createdon
from FilteredContact as CRMAF_FilteredContact
order by createdon desc
However, once I add a new Report in CRM based on the report's .rdl file (as described under "Deploying the Report" here) it adds the report fine, but two things happen:
1) The shared data source for this report is initally invalid, both CRM and SSRS refuse to render it with the error:
"The report server cannot process the report or shared dataset. The shared data source 'MyOrg_MSCRM' for the report server or SharePoint site is not valid. Browse to the server or site and select a shared data source. (rsInvalidDataSourceReference)"
I have to manually set the DataSource from within SSRS to /MyOrg_MSCRM/CustomReports/MSCRM_DataSource to get it to work.
2) The report doesn't appear under "Run on Selected records" but under "Run on All Records", and doesn't perform any prefiltering.
Also, when I download the .rdl from SSRS it hasn't modified it, neither adding an extra parameter or changing the SQL query. as I would have expected based on this information.
What could I be doing wrong?
I'm using MS CRM 2016 update 1 (v8.1.0.359) on premise, with SQL Server 2014 Reporting Services and the SRS Data Connector installed on the same machine.
Apparently, you can use a shared data source reference, but you have to name it MSCRM_DataSource, just as the Data Source that MSCRM uses for its reports.
If you upload a Report in MSCRM like this, MSCRM recognizes this and automatically updates the data source to the valid /MyOrg_MSCRM/CustomReports/MSCRM_DataSource datasource, and also adds the prefiltering modifications.