Creating Dynamics 365 Reports With Multiple Entities

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I’ve written previously about the joys of setting up Visual Studio and heading down the path of writing Dynamics 365 Reports using SSRS. Once you get through that, then the world is your oyster in the reporting sense. Getting the query to start with is done by opening the Advanced Find, creating your search then downloading the Fetch XML. Easy right? Well, until you want to write reports with lots of entities.
You could potentially use multiple Data Sets… but your formulas would be a challenge. You could even try Sub Reports… but those kind of reports can then be a challenge to run. Wouldn’t it be easier if you could get all of the rows in to just one Data Set?
That’s where using Jonas Rapp’s FetchXML Builder is your friend. Using this tool will allow you to create a query combining records across multiple D365 entities.
In this example we will build a report for Accounts, and display related Contacts, Opportunities, Cases.
Creating Dynamics 365 Reports With Multiple Entities: meganvwalker.c...
Setting up Visual Studio: meganvwalker.c...
XrmToolBox: www.xrmtoolbox...
FetchXML Builder: fxb.xrmtoolbox...
Jonas Rapp Website: jonasrapp.net/
Jonas Rapp Twitter: / rappen
Thanks for watching. You can find me in the following places:
Website: meganvwalker.com
Twitter: / meganvwalker
LinkedIn: / meganwalker
Subscribe to my blog at: meganvwalker.c...
#FetchXML #XrmToolBox #PowerPlatform #EmojiMegs #MSDynCRM #MSDyn365 #D365

Опубликовано:

6 окт 2024

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Комментарии : 17

@redgeallen8867 4 года назад

Thanks for making this video Megan. This has been very helpful for me to get started. I wonder what Microsoft is going to do with Report Builder going forward. If they just added the option to use FetchXML or CDS inside of Report Builder, we could just use that without having to install so many tools.

@kendallandrew 4 года назад

Thanks for creating the video. It would have been great if you could have run the report at the end so we could see the results of your work. Thanks.

@MeganVWalker 4 года назад

Oh, good point! I should have done ☹️ sorry! If it's of any interest, I just launched this today: learn.meganvwalker.com/courses/writing-ssrs-reports-for-cds-365

@jesusfreak86 4 года назад

Very nice presentation - I couldn't find an other video about how to set up visual Studio.

@MeganVWalker 3 года назад

Glad it was helpful!

@johnseima4272 5 лет назад

Thanks a lot of this Megan.

@johnseima4272 5 лет назад

Would you have any insights on how to set up Microsoft Dynamics 365 Report Authoring Extension on Visual studio 2019? I cant seem to find some compelling online. Most of the tutorials focus on Visual Studio 2017

@MANIKANTA12341 5 лет назад

Really nice presentation, I do have a scenario where I need to create an XML for a child entity with different parent entities. If possible can you let me know?

@jcam4027 5 лет назад

Amazing!!!! Thank you very much, this video was extremely helpful.

@MeganVWalker 5 лет назад

You are very welcome! Glad it helped. 👍🏼

@a.a_2878 4 года назад

Megan you are missing an important step here. What Data Source you created to connect with Dynamics?

@MeganVWalker 4 года назад

Not sure what you mean by missed it out. The video was designed not for beginners necessarily but more for people who have created reports before, but were not sure how to do it with multiple entities. The Data Source is Dynamics 365. Have you created D365 reports before?

@MelindaCool-o8s 5 месяцев назад

Hi Megan - is there any way to filter this type of report to the selected record? This is my first report, it works great...except that it runs the report on all the accounts, not just the selected record...do I add a filter to the FetchXML, or is there something in Visual Studio that does that? Everything I've experimented with does not work...

@khaledahmed5400 4 года назад

Oh , So many thanks it was the first of the path to create Report in D365 , Excuse me I have question . I came from AX 2012 Reporting SSRS , Now I want to start to work in D365 reporting , my question is there big different in SSRS reports on D365 and Ax 2012 ? , and if need to start to customize D365 report for example " Sales invoice" to change design and add Fields from where I can start ? Thanks again

@MeganVWalker 4 года назад

Hi Khaled, glad this helps! CDS (or where your D365CE data is stored) reports are written using FetchXML. I've recently launched a course that might help? learn.meganvwalker.com/courses/writing-ssrs-reports-for-cds-365

@rosemariebagalso8639 3 года назад

Hi Megan, I follow all your step and manage to create from VS. However, I cannot upload it to D365 CRM for some error: Invalid Data Source. Is there anyway to fix this? ever encounter? Pls. TIA

@MeganVWalker 3 года назад

Hi Rose, did you make sure to get the report from the bin then Debug folder? Check out this post, it might help? meganvwalker.com/creating-fetch-xml-reports-using-visual-studio/