SSRS - DynamicsPal
SSRS

SQL Server Reporting Services is one of the most popular components of SQL Server. It is based on a server-based report generation software system from Microsoft.  It can be used to prepare and deliver a variety of interactive and printed reports. It is administered via a web interface. Reporting services features a web services interface to support the development of custom reporting applications. Microsoft Dynamics 365 – Custom Reports • Custom Reports Contains Two Reports • Fetch Xml Reports • SQL Server Reports.

SSRS installation

When running the SSRS installation, you will need to install the Database Engine and SQL Server Reporting Services in Native mode. It is easier to install both services at one time, because you can choose to have the installation process configure the SSRS services for you. If SSRS is installed later, or if you select not to configure it at installation, you will have to configure it manually. During installation, be sure to select these features:

  • Database Engine
  • SQL Server Reporting Services – Native (if installing 2008 R2, you’ll be asked on a subsequent screen to select the mode)
  • Management Tools – Basic
  • Management Tools – Complete
  • Business Intelligence Development Tools or SQL Server Data Tools if available with the media you are using, which is dependent on the version

If given the choice, select Install and Configure.

To be able to create SSRS reports for Dynamics 365 using Visual Studio, you need to perform the following actions:

  • Install Visual Studio 2015. For more information click here.
  • Install Microsoft .NET Framework 3.5 Service Pack 1. Click here to download and install.
  • Microsoft Dynamics 365
    Report Authoring Extension is required to author Fetch-based reports used with Microsoft Dynamics 365 by using SQL Server Data Tools. Click here to download and install.
  • Microsoft SQL Server Reporting Services is required for reporting features in Microsoft Dynamics 365. Click here to download and install.

Once you have completed these steps, you are ready to start creating SSRS reports for Dynamics 365. The following sections explains how you can create SSRS reports using FetchXML from Dynamics

365.

Download Fetch XML from Dynamics 365:

In Dynamics 365, click Advance Find.

  • Build a query, for example, to populate all active contact details. You don’t need to save it.
  • Click Download Fetch XML. This file will be used in the report.

  • Open the file in notepad to check the query.

SSRS Reports Using Fetch XML in Dynamics 365:

  • Open Visual Studio and start a New Project.
  • Click Business Intelligence > Reporting Services > Report Server Project Wizard.
  • Specify project Name and Solution Name.
  • Click Ok.

  • This will open the Reporting Wizard.

  • Click Next to Select the Data Source:
  • Select New Data Source.
  • Specify the Name.
  • Select the Type as Microsoft Dynamics 365 Fetch.
  • Specify the Connection String (this is the URL you use to connect to Dynamics 365)
  • Click Credentials and Use a Specific User Name and Password.
  • Click Ok.

If multiple CRM Organizations are available, there may be dialog box which may ask you to Login or select the right organization. Provide the credentials and Login to relevant organization.

  • Copy and Paste the query from Fetch XML to the Query Builder in Visual Studio and click Run. The system will fetch the result from Dynamics 365.

  • Design the report and click Next.

  • The system will show you a preview of how your report will look like in Dynamics 365.

In the Solution Explorer, right-click on the Project and click Properties. In the Target Server Version field, select SQL Server 2008 R2, 2012 or 2014. Click Apply. Then build the RDL and import RDL file in Dynamics 365.

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