The procedure for publishing a report to Microsoft CRM is as follows.

1. Create a new report or modify an existing report using Visual Studio .NET.
2. In Microsoft CRM, click New in the toolbar located above the Reports grid.
3. In the Report:New dialog box, fill in the source file location. Also, fill in the Details section of the form.
4. Click Save and Close.
5. Your report will now be displayed in the Reports grid. You may need to select an appropriate category or entity from the drop-down menus above the toolbar in order to see the report. Select your report in the Reports grid.
6. If you do not want to define a default filter, skip to step 10.
7. In the toolbar, point to More Actions, and then click Edit Default Filter from the menu.
8. In the Report Viewer dialog, define the default filter criteria that will be used every time the report is run.
9. Click Save Default Filter.
10. Test run the report.

After the report is tested and functions correctly, follow these steps to add the report to context-sensitive lists and forms within Microsoft CRM.

1. Select the report in the Reports grid.
2. From the More Actions menu, select Edit Report.
3. In the Report dialog box, fill in the Categorization section according to the following descriptions:

   Categories: Categorizes the report according to its intended purpose. For example, a sales report can be included in context-sensitive lists and forms in the Sales area of Microsoft CRM.

   Related Record Types: Associates the report to specific entities, such as accounts or contacts.

   Display In: This setting enables the report to be displayed in context-sensitive forms and lists. You can restrict where the report is displayed. If you intend to publish a hidden report, clear the Display In text box.

4. Click Save and Close.

After a report is deployed, it is visible to all Microsoft CRM users unless it is marked hidden.

There is a shared data source named MSCRM_DataSource that is located in the /organization_MSCRM folder on the report server. When you deploy a report through Microsoft CRM, the report is automatically connected to this data source.