How to Create Your First Dynamics 365 SSRS Report

Summary SQL Server Reporting Services reports are a viable way to generate information from your Dynamics 365 system. The Dynamics 365 Report Wizard has limitations in terms of the reports that can be created. Creating SSRS Reports does not necessarily require deep development skills. This post outlines the steps to create a simple SSRS report… Continue reading How to Create Your First Dynamics 365 SSRS Report

Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365 Revisited

Summary The process to set up a workstation to create SQL Server Reporting Services (SSRS) reports for Dynamics 365 involves a lot of steps and causes some confusion. The report authoring tool is Visual Studio, but a full licensed version of Visual Studio is not required. The Dynamics 365 Report Authoring Extensions has been recently… Continue reading Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365 Revisited

Setting the Default Org for Dynamics CRM

If you work a lot with Dynamics 365/CRM On-premise systems with multiple organizations (business lines or DEV/TEST), sooner or later you will likely to run into some known issues with users running reports because their user account does not have a security role in their “default” CRM organization. Essentially if a user was created first… Continue reading Setting the Default Org for Dynamics CRM

Setting up your workstation to write SQL Server Reporting Services Reports for Dynamics 365

UPDATE July 2018:  I have created an updated version of this post specifically for Dynamics 365 v9 with very detailed steps.  Check it out here. UPDATE January 2018:  If you happen to be developing reports for Dynamics 365 v9, the steps provided in this blog will still work however, you will need to implement a… Continue reading Setting up your workstation to write SQL Server Reporting Services Reports for Dynamics 365