To Run SQL based custom CRM 2011 Report from reporting server credentials

When running CRM 2011 SQL based custom report from reporting server we need to specify username and password.

Here username should be systemuserid and password should be organizationid.

If you are using username as domain\account and passport of account, you might get following error. 

An error has occurred during report processing (rsProcessingAborted) Cannot create a connection to data source ‘CRM.’ (rsErrorOpeningConnection) Guid should contain 32 digits with 4 dashes (xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx).

To get systemuserid and organizationid, you need to run SQL query on CRM database. Here is the query

SELECT fullname, systemuserid, organizationid FROM SystemUser 

Or

SELECT fullname, systemuserid, organizationid FROM FilteredSystemUser 

Entity Primary Text Field from database

CRM is storing all attributes in Attribute table and all entities into Entity table.

In database CRM is using ColumnNumber and IsCustomField columns to identify attribute is custom or not.

IsCustomField=1 means custom filed.

If you want to find Entity primary text field then use following query

select EntityView.Name, EntityView.PhysicalName, AttributeView.Name, AttributeView.PhysicalName from AttributeView

inner join EntityView

on

EntityView.EntityId=AttributeView.EntityId

where ColumnNumber<33 and IsCustomField=1

ColumnNumber < 33 are all system attributes for that entity and ColumnNumber > 33 are all custom attributes for that entity in Attribute Table.  

Open Entity Form from Entity Ribbon custom button

To open any entity form from custom button added in entity grid ribbon just add following code in action section.

       when pass Entity Object Type code as a value to IntParameter, then CRM will open that entity form. 
e.g. If wants to open account form from custom button shown on Activity grid ribbon, then use
IntParameter Value="1"