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Customer experience | Sales, Customer Insights,...
Suggested answer

Default campaign marketing reports Sales

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ReportReport
Posted on by 22

Hi!

I was trying to create a report from a campaign in a recently updated standard Dynamics 365 Sales, but the function was unabled to use (no options availables).

Checking on Microsoft Learn, it seems that default marketing reports are still included with the standard app (Get started with in-app marketing | Microsoft Learn).

Then, I tried to import the report from another older Sales Environment where it was available, and an error occurred: 

“System.ServiceModel.FaultException`1[Microsoft.Xrm.Sdk.OrganizationServiceFault]: Only data source using fetch data provider is permitted on this report. (Fault Detail is equal to Exception details:

ErrorCode: 0x8004830D

Message: Only data source using fetch data provider is permitted on this report.

TimeStamp: 2023-03-09T08:13:52.7357138Z

--

).”

Can you please help me understand why I can't run that type of reports on my Dynamics 365 Sales?

Thank you very much

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Default campaign marketing reports Sales

    Hi,

    Please make sure that you have the correct security role or equivalent permissions to access reports in Microsoft Dynamics 365.

  • RE: Default campaign marketing reports Sales

    Hi Eiken!

    Thankyou very much for your answer. I actually can't find the reports mentioned on my Sales app, see the image below.

    Immagine-2023_2D00_03_2D00_10-085538.png

  • Suggested answer
    Eiken Profile Picture
    Eiken on at
    RE: Default campaign marketing reports Sales

    Hi,

    Please add the report to Display in the Report configuration.

    Go to the report in the siderbar. If you don't see report on the left, please add it to the app in app editor.

    pastedimage1678431443855v6.png

    pastedimage1678431462268v7.png

    After go to the report,find these three reports. Select one report and click edit.

    pastedimage1678431000316v2.png

    Click the Display in.

    pastedimage1678431063011v3.png

    Add all of these values to the right box. Then save and close.

    pastedimage1678431101622v4.png

    Now, we can run the report.

    pastedimage1678431205796v5.png

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