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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to create Custom R...
Microsoft Dynamics CRM (Archived)

How to create Custom Report other than Table

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Posted on by Keysersozeey 195

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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  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,032 Moderator on at

    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.

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    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.

  • Keysersozeey Profile Picture
    Keysersozeey 195 on at

    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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