Report writing environment using SQL Server Data Tools

 

Updated: November 28, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

This topic describes what’s needed to author Microsoft Dynamics 365 reports. For Dynamics 365 (on-premises), this topic assumes you already have a functioning deployment of Microsoft Dynamics 365 Server. For information about Dynamics 365 (on-premises) requirements for reporting, see Microsoft Dynamics CRM reporting requirements.

You must have the required development tools and appropriate privileges in Microsoft Dynamics 365 to write and publish a report. Also, you should be familiar with:

  • Microsoft Visual Studio.

  • Creating Microsoft SQL Server Reporting Services reports using SQL Server Data Tools (SSDT).

  • To write Fetch-based reports, the Microsoft Dynamics 365 FetchXML language. More information:  MSDN: Build queries with FetchXML

  • To write SQL-based reports, the Transact-SQL language for Microsoft SQL Server.

The following are required to write a custom report for Microsoft Dynamics 365:

System_CAPS_noteNote

Microsoft Dynamics 365 Report Authoring Extension is available only in a 32-bit version.

To deploy custom reports to Microsoft Dynamics 365, you must have a Microsoft Dynamics 365 account and a security role assigned to you that includes the PublishReport privilege. By default, the System Customizer and System Administrator security roles include these privileges.

The following lists the steps for developing custom Microsoft Dynamics 365 reports. You may have to repeat some steps while you develop a report:

  1. Develop a report concept or specification based on what business information is to be displayed.

  2. Decide on the type of report you want to create: Fetch-based or SQL-based. Microsoft Dynamics 365 (online) users can only create custom Fetch-based reports. More information: Report & Analytics with Dynamics 365

  3. Create a custom report or use an existing report to modify using SQL Server Data Tools in Microsoft Visual Studio.

  4. Create basic report parameters. More information: Use parameters in reports

  5. Specify datasets and filtering criteria for retrieving data:

  6. Define the basic layout of the report, including headers and footers.

  7. Add report items as required based on the report specification. More information: Add report navigation

  8. Preview the report in Microsoft Visual Studio, and resolve any errors. More information: Test and troubleshoot reports

  9. Deploy the report to the reporting server by using Microsoft Dynamics 365. More information: Publish reports

  10. Run the deployed report to verify.

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