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ReportHi, I have a requirement where the Dynamics 365 data needs to be manipulated in various ways before it can be displayed in an SSRS report and would appreciate any advise on how best to achieve this requirement.
The Dynamics 365 data is structured very different to what is needed in the report and the report structure cannot be achieved using FetchXML queries alone.
Initially I was hoping that I could retrieve the data using FetchXML queries and then within SSRS I would have the ability to populate a final dataset by executing custom logic to interpret the source data based on the business requirements, however I haven't been able to find capabilities in SSRS that would support this. For my requirement I do know the columns for the final dataset at design time which could simplify this a bit, I'm mainly lost on populating the final dataset based on information in the other datasets.
If that is not possible within SSRS, my next plan is to write a plugin in Dynamics 365 that will perform the data manipulation and save the results to a custom entity that can be used with FetchXML in SSRS. Can anyone recommend a better solution? Also I would ideally want this data manipulation to be done just before the SSRS report is run by the user, is it possible to setup some sort of dependency so that the report will always show the latest data without me having to schedule the data manipulation periodically or run it on every record change?
This is for the cloud hosted version of Dynamics 365 for sales, so no on-prem solutions or direct access to the database unfortunately.
Thanks in advance!
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