Tuesday, December 31, 2019

How to create SSRS Report in Dynamic 365 CRM

Note : You need to setup your machine to begin with SSRS report development.
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.

Dynamic CRM SSRS Report best configuration

https://vjcity.blogspot.com/2019/05/dynamic-crm-ssrs-report-best.html

Dynamic CRM SSRS Report Syntax Help

No comments: