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What is the use of Configuration Provider in ER

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Posted on by Community Member

Hi all,

I'm starting to learn to use the ER tools. Anyone can help to explain what is the use of Configuration Provider ? in 'user friendly' way.

I'm using this reference :

https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/tasks/er-configuration-provider-mark-it-active-2016-11?toc=/dynamics365/commerce/toc.json

but a little explanation of the purpose there and what to key in to be exact in my environment.

Thanks

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Deepak Agarwal 8,602 on at

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Hi,

I believe when you create your configuration, the configuration provider can be linked to LCS project where you can upload your customized ER configurations.

While existing providers contain a list of our of the box configuration which you can import in your current environment and you can start using it e.g. BACS, payment model.

Thanks

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Community Member on at

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Hi,

but how if I started in VM, means it is onebox, we 're not connected to LCS in onebox,, right ?

Thanks,

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Ludwig Reinhard Microsoft Employee on at

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Hello WWong,

You need to create your own configuration provider is you want to make modifications to the standard MS electronic reports. The modified ones are saved under your configuration provider and easily allow to share them and identify what has been changed compared to what has been delivered by MS.

Best regards,

Ludwig

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Community Member on at

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Hi Ludwig,

Noted, any good reference that provide a clear step what to do, from configuration and usage, but without LCS involved ?

So, for starter and try out, I just create new Provider with the URL is my VM machine, then :

1. Go to Reporting Configuration tile

2. Create new configuration, choose ROOT then named it.

3. On that new configuration, click Designer

4. Create New, choose Model Root, and give name.

Up to here then not sure what to do. I've read Microsoft Docs, but again 'they' failed me to know what exactly I need to do, to make a simple thing.

I also follow this blog:

alfapeople.com/.../

but at the part of Data Model, somehow also I didn't understand what's the meaning of all that.

Please help.

Thanks.

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Ludwig Reinhard Microsoft Employee on at

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Hello WWwong,

Here is a video that shows how one can share electronic reports that you created with your configuration / -provider

dynamicsax-fico.com/.../

If you need additional examples then have a look at the other videos shared there.

I posted a lot about ER and what you can use it for.

Best regards,

Ludwig

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Sukrut Parab 71,710 Moderator on at

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In configuration provider you create a repository which connects to LCS. Once that is successfully configured you should be able to directly access the GER configuration resources from the project’s asset library from within D365FO. On top of this, you can also directly share your custom configurations into the project’s asset library from D365FO.

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Community Member on at

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Hi Sukrut,

Meaning to say, it has to connect to LCS ? cannot work without LCS ?

Thanks,

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Ludwig Reinhard Microsoft Employee on at

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Hi WWwong,

You can have a configuration provider that has no link to LCS if you wish.

That is an option that you can make use of.

Best regards,

Ludwig

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Sukrut Parab 71,710 Moderator on at

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Configuration provide is not connected to LCS but the repository for the configuration provider is . You can create configuration provider without any repository connection to LCS and still import report configuration in your configuration provider

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Ludwig Reinhard Microsoft Employee on at

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Hi WWwong,

Is there any other information you need from the community or has your question been answered?

Best regards,

Ludwig

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