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I was fulfilling the requirement to customize SSRS report using extension in D365FO. Extending the data set and customizing the design using extension approach in D365FO is difficult but a journey full of learning.
Previously, in Microsoft Dynamics AX 2012, it was easy to add your custom code and to customize the design. But, in Microsoft Dynamics 365 for Finance and Operations, it is difficult and more logical than before.
In this tutorial, I will show you how to customize & extend data set and design of Free Text Invoice report. Let’s start.
I have to add two fields in the table and to show these fields in Free Text Invoice report. If you have come across the Free Text Invoice report. You may have noticed that it uses contract class, controller class, DP class and print management class to generate the report.
What you have to do to customize SSRS report using extension in D365FO is to create the extension of table, implement the events to insert the data into the extended fields, customize the design, extend the controller class and subscribe to the delegate of print management document type class to re-route the print management to execute your new design.
I have done the following steps:
[PostHandlerFor(classStr(FreeTextInvoiceDP), methodStr(FreeTextInvoiceDP, processReport))]
public static void FreeTextInvoiceDP_Post_processReport(XppPrePostArgs args)
FreeTextInvoiceDP dpInstance = args.getThis() as FreeTextInvoiceDP;
FreeTextInvoiceHeaderFooterTmp freeTextInvoiceHeaderFooterTmp = dpInstance.getFreeTextInvoiceHeaderFooterTmp();
FreeTextInvoiceTmp freeTextInvoiceTmp = dpInstance.getFreeTextInvoiceTmp();
while select forUpdate freeTextInvoiceTmp
freeTextInvoiceTmp.TotalAmounInWords = numeralsToTxt(freeTextInvoiceTmp.InvoiceAmount);
class FreeTextInvoiceControllerExt extends FreeTextInvoiceController
public static FreeTextInvoiceControllerExt construct()
return new FreeTextInvoiceControllerExt();
public static void main(Args _args)
SrsReportRunController formLetterController = FreeTextInvoiceControllerExt::construct();
FreeTextInvoiceControllerExt controller = formLetterController;
[SubscribesTo(classstr(PrintMgmtDocType), delegatestr(PrintMgmtDocType, getDefaultReportFormatDelegate))]
public static void getDefaultReportFormatDelegate(PrintMgmtDocumentType _docType, EventHandlerResult _result)
In this way, we can customize SSRS report using extension in D365FO
If you found any ambiguity or a better solution, please feel free to ask.
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