Zahara Hirani, MCAD
Crowe Chizek and Company LLC
September 20th, 2007
http://www.crowecrm.com
Summary: Zahara shows the steps needed to move CRM SQL Reporting Services reports from one CRM Environment to another CRM Environment.
Moving Reports from one Environment to Another
1. In Internet Explorer, navigate to the Report Manager for the first environment (e.g.: http://servername/reports)
2. Select the folder which contains the report.
3. This should display a list of reports in the folder.
4. Navigate to the report to move, and click on it.
5. In the Properties Tab, select the General from the left navigation menu. 
6. In the Report Definition section, Click on Edit
7. This should give you a pop up window to save the report(.rdl) file.
8. Click the Save button to save the report to the desired location.
9. In Internet Explorer, navigate to the Report Manager of the second environment (e.g.: http://servername/reports).
10. Select the folder which where the report needs to go.
11. This should display a list of reports in the folder.
12. From the Top navigation menu, Select Upload File.
13. Click Browse and navigate to the report saved from environment1.
14. Update the name of the report.
15. Select Ok to upload the report.
16. Once the report has been uploaded, Navigate to the new report, and click on it.
17. In the Properties Tab, select the Data Sources from the left navigation menu
18. Click the Browse button to select a Shared Data Source.
19. Navigate to the CRM Data Source.
a. This should be located under the folder that contains the reports (e.g. Crowe_Chizek_MSCRM)
b. The Data Source will be named MSCRM_DataSource
20. Select the CRM Data Source.
21. Click Ok.
22. Click Apply on the bottom of the screen.
23. Click the View Tab from the top navigation menu.
24. The report parameters to select should display for the report to run correctly.
Zahara Hirani, MCAD is a Microsoft CRM developer at Crowe Chizek (www.crowecrm.com) Zahara currently focuses on .NET / SQL / SRS development on the Microsoft Dynamics CRM 3.0 platform.
