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
- Open Visual Studio and create a new project.
- Navigate to
File
>New
>Project
. - Select
Dynamics 365
>Finance Operations Project
. - Name your project (e.g.,
CustomReports
) and clickCreate
.
Step 2: Define a Data Provider
The data provider is essential as it defines the data source for the report.
- 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
andCustTrans
.
- In the Solution Explorer, right-click your project, select
- Build the Project:
- Right-click the project in Solution Explorer and select
Build
.
- Right-click the project in Solution Explorer and select
Step 3: Create a Report in Visual Studio
- Add a New Report:
- Right-click the project, select
Add
>New Item
. - Choose
Report
and name it (e.g.,CustTransReport
).
- Right-click the project, select
- 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
- Create a Dataset:
- Right-click on
Datasets
in the Report Data pane and selectAdd Dataset
. - Name the dataset (e.g.,
CustTransDS
), chooseQuery
as the dataset source, and select the query you created earlier.
- Right-click on
Step 5: Design the Report
- 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.
- Customize the Report:
- Adjust the layout, style, and formatting to meet your requirements.
Step 6: Deploy the Report
- Save and Build the Report:
- Save your report and build the project to ensure there are no errors.
- 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.
- Right-click the project in Solution Explorer and select
Step 7: Use the Report in D365FO
- Navigate to D365FO:
- Log in to your D365FO environment.
- Go to the
Report
area where your report is deployed.
- 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.