Note : You need to setup your machine to begin with SSRS report development.
Refer here for more details
To create reports, launch Visual Studio.
Refer here for more details
How to setup Workstation to Create SSRS Reports for Dynamics 365
To create reports, launch Visual Studio.
Click on File -> New -> Project
The New Project Dialog
will appear.
From the Templates, choose Business Intelligence -> Reporting
Services and select Report Server Project.
Once that is loaded, from
the Solution Explorer
on the right-hand side, right click on the Reports
folder, choose Add -> New Item
Choose to create a Report
file and give it a name.
The “RDL” extension stands for “Report
Definition Language” which is an XML interpretation
of the report you will
create.
The report design surface
will appear.
The first step is to
create a link to your Dynamics 365 system.
On the left of the report
designer window, in the Report Data section,
Right click on the Data Sources
folder and click “Add Data Source”.
If the Report Authoring
extensions were installed correctly, you should see “Microsoft
Dynamics 365
Fetch” as a type.
Provide the Data Source
with a name and enter in your URL for your Dynamics 365 system.
Click on credentials and
enter in your Dynamics 365 login and password.
Note that these will not be
“carried” with the report, but just used in the designer.
When
we eventually load the report in Dynamics 365 it will run in the context
of
the logged in user (and applicable security roles will apply)
We need to add a
Dataset to pull data from Dynamics 365. We will be using a query language
called “FetchXML”.
While you could construct a FetchXML by hand, it is easier to
generate using a tool.
One quick way to get a FetchXML query is from Dynamics 365
Advanced Find.
Looking at the FetchXML
file, you can see the structure identifying the entity, the fields and filters.
Again on the Report Data
section, right click on the Datasets folder and choose “Add Dataset”
Provide a name, choose to
use the embedded dataset that we created earlier and paste in the FetchXML
statement.
You should now see a
dataset in the Report Data section.
For the first report, we will just drag a “table” component onto
the design surface.
Left Click on the table and select Tablix Properties
Provide Dataset Name
Populate the field in the table.
Once we have defined our
layout (pretty simple at this point) we can click the “Preview” button to see
what our report will look like.
Now that we have our report created, lets load it to Dynamics
365!
Loading the Report to Dynamics 365
Login to Dynamics 365 and
choose Sales or Service and click on the Reports icon.
You will see the list of out of the box reports. Click on
the +NEW button
to add your new report.
Change Report Type to Existing File and Choose your
ContactList.rdl file.
Select Related Record Types and other option as depicted
in the image below.
The report should now
appear on the list of available reports. Double click the report to run.
You should now see your
report rendered within the context of Dynamics 365. You can now print or
download to a variety of formats.
The report we created in this article needs a lot of
formatting to be production ready and VST provide a way to do that.
Refer here my other post to understand a bit more about
SSRS Report in Dynamic CRM.
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