SSRS report in D365FO

Generating SSRS Reports in Dynamics 365 for Finance and Operations (D365FO)

Introduction

Microsoft Dynamics 365 for Finance and Operations (D365FO) is a robust enterprise resource planning (ERP) system that provides comprehensive financial, operational, and business intelligence capabilities. One of the key features of D365FO is its ability to generate complex reports using SQL Server Reporting Services (SSRS). This article will guide you through the process of creating an SSRS report in D365FO, from the initial setup to deployment.

Prerequisites

Before starting, ensure you have the following:

  • Access to a D365FO development environment.
  • Visual Studio installed with the necessary Dynamics 365 tools.
  • Basic understanding of D365FO data structures and development concepts.

Step-by-Step Guide to Creating an SSRS Report

Step 1: Create a New Project in Visual Studio

  1. Open Visual Studio and create a new project.
  2. Navigate to File > New > Project.
  3. Select Dynamics 365 > Finance Operations Project.
  4. Name your project (e.g., CustomReports) and click Create.

Step 2: Define a Data Provider

The data provider is essential as it defines the data source for the report.

  1. Add a New Query:
    • In the Solution Explorer, right-click your project, select Add > New Item.
    • Choose Dynamics 365 Items > Query and name it (e.g., CustTransQuery).
    • Define the data sources, ranges, and fields in the query. For example, to pull customer transactions, you would include tables like CustTable and CustTrans.
  2. Build the Project:
    • Right-click the project in Solution Explorer and select Build.

Step 3: Create a Report in Visual Studio

  1. Add a New Report:
    • Right-click the project, select Add > New Item.
    • Choose Report and name it (e.g., CustTransReport).
  2. Design the Report Layout:
    • Double-click the new report to open the designer.
    • Use the toolbox to drag and drop report items (e.g., tables, charts).
    • Bind the report items to the data from your query.

Step 4: Add a Dataset to the Report

  1. Create a Dataset:
    • Right-click on Datasets in the Report Data pane and select Add Dataset.
    • Name the dataset (e.g., CustTransDS), choose Query as the dataset source, and select the query you created earlier.

Step 5: Design the Report

  1. Add a Table to the Report:
    • Drag a Table control from the toolbox to the report design surface.
    • Configure the table to display data from your dataset by setting the fields.
  2. Customize the Report:
    • Adjust the layout, style, and formatting to meet your requirements.

Step 6: Deploy the Report

  1. Save and Build the Report:
    • Save your report and build the project to ensure there are no errors.
  2. Deploy the Report to D365FO:
    • Right-click the project in Solution Explorer and select Deploy.
    • The report will be deployed to the D365FO environment and will be available for use.

Step 7: Use the Report in D365FO

  1. Navigate to D365FO:
    • Log in to your D365FO environment.
    • Go to the Report area where your report is deployed.
  2. Run the Report:
    • Select your report and run it to view the data.

Conclusion

Creating SSRS reports in D365FO is a powerful way to generate customized and detailed business reports. By following this step-by-step guide, you can create, design, and deploy SSRS reports tailored to your specific business needs. The flexibility of SSRS combined with the robust data capabilities of D365FO allows for comprehensive reporting and business intelligence solutions.

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