How to create Custom Report other than Table

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Posted on by Keysersozeey

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Hi i want to create report for my dynamic crm 365, so after some search on the internet i found tutorial to create report using, visual studio 2015, but the problem is it only have table template ? how if i want to create different report

7838.ask.png

like picture above, how can i do that ?

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Keysersozeey 195 on at

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RE: How to create Custom Report other than Table

this report will need 3 different entity, and after i done create my report how i can test it using one record ? because when in these tutorial www.threadpunter.com/.../ssrs-reports-for-dynamics-365-using-fetchxml it show all of my record in entity
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RaviKashyap 55,410 on at

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RE: How to create Custom Report other than Table

Hi,

It depends upon how is the data stored. If you have all these as a field in single entity record then you can try word templates. Other wise you can go for SSRS which has extensive customization capabilities. You can also look for Excel templates if you want to report upon group of entity record (i.e. multiple records)

docs.microsoft.com/.../using-word-templates-dynamics-365

www.powerobjects.com/.../how-to-create-a-microsoft-word-template-in-microsoft-dynamics-365

us.hitachi-solutions.com/.../customizing-open-excel-templates-dynamics-365

www.powerobjects.com/.../dynamics-crm-2016-how-to-easily-generate-excel-templates

Hope this helps.
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Adrian Begovich 21,009 Super User 2024 Season 2 on at

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RE: How to create Custom Report other than Table

Hi Keysersozeey,

SQL Server Reporting Services (SSRS) is great for generating custom reports. Here is a tutorial on creating SSRS Reports for Dynamics 365 Using FetchXML.