Dynamics 365 CE: Publish Report for External Use

Quick Bite – 4

A series of 1 min. reads (or less).

Microsoft Dynamics 365 CE (CRM), uses SQL Server Reporting Services (SSRS) as reporting engine. Although we have Power BI support now, still SSRS has its own place. Transactional reports and Printable Documents look way better in SSRS (IMHO).

Many clients have requirements to send SSRS Reports as PDF attachments. To achieve this, we use Report Server API, to render the report as PDF programmatically.

This all works fine, however, if you update the Report and re-upload it to Dynamics, make sure to Publish it for External Use. Otherwise, your changes may not reflect in the programmatically rendered report.

Simply hit the Publish for External Use under Actions, after uploading the latest RDL file.