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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Reporting in CRM Dynam...
Microsoft Dynamics CRM (Archived)

Reporting in CRM Dynamics 365

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Posted on by Narendra Sunkara 465

Hi All,

I am trying to develop reports in Dynamics 365, there is no problem to use out of the box reporting option if there are small reports

What are the different reporting options we have if there are any complex reports

Thanks

Narendra

*This post is locked for comments

  • Mick_4711 Profile Picture
    Mick_4711 550 on at
    RE: Reporting in CRM Dynamics 365

    Hi Narendra,

    after you followed Pallavis steps and your reporting started successful,

    you can maybe have a look a the XRMToolBox (https://www.xrmtoolbox.com/) and the plugins FetchXML Builder and FetchXML Tester. 
    These are very useful tools to create and/or test complex FetchXML queries, you cannot build with the "Advanced search" of CRM.

    Best regards
    Mick

  • Suggested answer
    Pallavi Chavan Profile Picture
    Pallavi Chavan 20 on at
    RE: Reporting in CRM Dynamics 365

    Hello Narendra,

    Please refer below links :

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/analytics/create-a-new-report-using-sql-server-data-tools

    https://pravinpawarweb.wordpress.com/2019/06/20/sql-server-reporting-services-ssrs-report-development-part-1/

    Hope this helps

    Thanks

    Pallavi

  • Narendra Sunkara Profile Picture
    Narendra Sunkara 465 on at
    RE: Reporting in CRM Dynamics 365

    Hi Pallavi,

    Thanks for your quick reply

    Can you or anyone else please share links with steps. So that I can understand easily and will implement easily

    I am using D365 Online environment

    Thanks

    Narendra

  • Suggested answer
    Pallavi Chavan Profile Picture
    Pallavi Chavan 20 on at
    RE: Reporting in CRM Dynamics 365

    Hello Narendra,

    For complex reports, we can make custom Reports. We can develop custom reports in SQL Server Data Tool.

    Two types of query accepted in Dynamics 365 Reports

    1) SQL Query (Not for Online )

    2) Fetch Query

    Thanks

    Pallavi

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