Tuesday, December 31, 2019

How to setup Workstation to Create SSRS Reports for Dynamics 365


Visual Studio Data Tools

The first step is that you will need to install Visual Studio Data Tools 2015.


The file SSDTSetup.exe should download.  When complete, run the program to install the tool.  You will need to have administrative permissions on your workstation.

When prompted, choose to install SQL Server Reporting Services.  Click Next and complete the setup.




Dynamics 365 Report Authoring Extension


To write FetchXML based reports, you will need to load the Dynamics 365 Report Authoring Extensions.

The Dynamics 365 Report Authoring Extension is an add-on for SQL Server Data Tools that will allow you to write reports using the FetchXML language.  This currently is the only method to write SSRS reports that can access Dynamics 365 Online data directly.
You should have now downloaded the file “CRM9.0-Bids-ENU-i386.exe” (name may change slightly if you are downloading a different language)


Extract the package to a folder on your workstation and continue the install.
I would recommend you choose to get updates to make sure you have the latest version and patches.  Click Next.



There may or may not be updated files to install.  Click Next.

Read the license agreement and click on the accept checkbox and click I Accept to continue.

You may (or may not) be prompted to install some additional updates.  Choose to Install to update these components.

Choose whether or not you want to use Microsoft Update.  Click Next.

Choose the installation location.  Click Next.

The installation process will check the system.  Click Next to continue.

Confirm the installation directory and click Install to initiate the process.

After a few minutes, the installation process will complete.  Click Finish.

The Dynamics 365 Report Authoring extension and SQL Server Data Tools are now installed on your workstation and you can begin to author SSRS reports for Dynamics 365.
If you aren’t familiar with writing Dynamics 365 SSRS reports, check out my post to get started.

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