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Microsoft Dynamics 365 | Integration, Dataverse...
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Reports using Dynamics 365 v9.0 on-premise

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Posted on by 15

Hello,

We are currently facing problems regarding reports using the UI on-premise:

1. Reports entity not available in sitemap

2. Button run report not available in the ribbon

Does anyone have solutions for the 2 problems?

Thanks

  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at
    RE: Reports using Dynamics 365 v9.0 on-premise

    Reports are just one of the many parity gaps not covered by Unified Interface in its V9.0 version.

    These gaps have all been bridged online over time (and there wasn't a decision to not cover a specific scenario).

    Given its current limitations, I would wait for the next on-premise version before adopting Unified Interface on-premise.

  • Reefer Profile Picture
    Reefer 40 on at
    RE: Reports using Dynamics 365 v9.0 on-premise

    Hi Henry

    I agree that technically the classic interface is still in place however the world has moved on and the style of the classic interface no longer meets the expectations of our clients.  We have moved our products to support the new interface and our clients expect to have a consistent experience across platforms.

    Given that reports are a fairly basic concept and I expect if the button was visible it would likely function I am at a loss as to why it is not available.

  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at
    RE: Reports using Dynamics 365 v9.0 on-premise

    Hello,

    As I said, Unified Interface on Dynamics 365 Customer Engagement v9.0 on-premise was an early version.
    It is by nature very limited and it has a lot of known parity gaps or even issues that have been fixed online.

    I would advise to wait for the next on-premise version to transition to Unified Interface.

    I'm curious as to why you would want to deploy Unified Interface on-premise and not use the web client instead?
    It's important that to consider that the web client on Dynamics 365 Customer Engagement on-premise is NOT deprecated.
    This is specifically called out here:
    https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/faqs-transition-unified-interface#how-does-this-move-impact-on-premises-customer-and-what-will-happen-when-the-web-client-is-deprecated-do-web-client-forms-become-unsupported
    So the web client will still be supported for them, as long as their on-premise version is supported.
    Support lifecycle for every product is detailed here: https://support.microsoft.com/en-us/lifecycle/search

    Henry

  • Reefer Profile Picture
    Reefer 40 on at
    RE: Reports using Dynamics 365 v9.0 on-premise

    I agree completely.  The standard function to Run Reports seems to have vanished.  I do understand that it may be a feature that doesnt make sense on a phone or tablet, it is essential functionality on a desktop and is a feature in the online version.  

    Not sure who thought it was a good idea to remove it but it would be really good to have it back. 

  • michel_maa Profile Picture
    michel_maa 15 on at
    RE: Reports using Dynamics 365 v9.0 on-premise

    Hello,

    Thanks for your answer.

    In the proposed blog, the solution is convenient to add a button that will launch a well pre-defined specific report.

    What we need in our case is something more similar to the standard button.

    The aim is to display the list of the available reports for the record or the view when clicking on this run report button.

    Thanks

    Michel

  • Suggested answer
    Henry J. Profile Picture
    Henry J. 5,237 on at
    RE: Reports using Dynamics 365 v9.0 on-premise

    Hello,

    This is the expected behavior on Unified Interface on Dynamics 365 Customer Engagement v9.0 on-premise.

    For your first point, I don't think it's possible to add reports to the sitemap, users would need to use legacy web client for that.

    For your second question, there are workarounds to add report buttons in the command bar.
    Refer to this blog article for advice: https://develop1.net/public/post/2018/04/06/Adding-Ribbon-Workbench-SmartButtons-to-the-Unified-Client

    Henry

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