Integrating CRM 2011 using SQL Integration Services 2012

I have already wrote similar article using SSIS 2008. Following article describes how to use the same functionality using new version of SSIS.

MS CRM 2011: T-SQL Union operation and FetchXml based reports

I believe every person who developed complex reports for CRM used T-SQL Union operation to display different types of records at the same table.

In T-SQL I used following T-SQL Query to get results:

Select
    AccountId RecordId
    ,Name RecordName
    ,'account' RecordTypeName
From FilteredAccount
Union
Select
    ContactId RecordId
    ,FullName RecordName
    ,'contact' RecordTypeName
From FilteredContact

And results were:

When CRM 2011 was released we got possibility to create reports for CRM Online but it is limited to usage of FetchXml reports that doesn’t have Union operation. Following article describes workaround.

MS CRM 2011: General approaches to generation of reports

Following article describes general steps to use web services of Reporting Services.

MS CRM 2011: ‘Publish report for external use’ functionality brakes subreports

Today I faced with this issue. I published standard ‘Quote’ report for external use tried it and it didn’t worked. I got following message once I tried to run a report:

MS CRM 2011: How to refresh Associated or SubGrid from Ribbon button

Today I have got requirement – create custom ribbon button placed to Associated View of entity, execute some logic and invoke refresh of grid. Last point was the trickiest one and that’s why I decided to share with approach how to do it.