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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / D365 OnPrem - Historic...
Customer experience | Sales, Customer Insights,...
Answered

D365 OnPrem - Historical Data Button Presentation Options

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Posted on by Rebel Leader

Hi there,

I have a situation where an onprem client is integrating sales transactions.

We will present recent sales transactions in an entity related to a customer, 2 years worth.

Anything beyond 2 years, the user will click a custom button in the ribbon to present a dialog that the user can enter a data range to bring historical records beyond two years.

The data would live outside of the D365 database in a separate database.

What kind of options for the presentation would I have for an on-prem implementation?

Thanks in advance!

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  • Rebel Leader Profile Picture
    Rebel Leader on at
    RE: D365 OnPrem - Historical Data Button Presentation Options

    Thanks Wahaj.  

    I ended up coming to the same SSRS conclusion; easiest way to do it.

    Virtual entities I'd caution you on as Microsoft appears to no longer be investing in this feature.

  • Verified answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,321 on at
    RE: D365 OnPrem - Historical Data Button Presentation Options

    Hi,

    Thank you for your query.

    In my opinion, you have the following options:

    • Report: Create an SSRS report that connects with your external DB. Load this report with the click of a ribbon button. Show limited data using a parameter, for example, add a multi-value parameter to limit data based on date. In my suggestion, this is a cleaner approach and requires left error. See the following post to call a report from a ribbon button:

    https://www.cloudfronts.com/open-report-from-custom-ribbon-button-on-entity-form/

    Please note, because you have an on-prem environment, you can upload a report on Report Server with a data source that connects outside CRM.

    • External Data Source: create a virtual entity and fill it using a plugin or bind it with an OData endpoint, please note virtual entities hold read-only data, but displaying this in your way could be troublesome. 
    • HTML webresource: consume an API to retrieve data from external DB and list records in an HTML table (or JQuery table).

    https://carldesouza.com/dynamics-365-html-web-resource-example/

    • Canvas App: depending on your version, you can embed a PowerApps Canvas app to retrieve and show data from an external resource (you might need a premium license for this).

    Again, I would recommend an SRRS report and if the user has to do some action on data, build an HTML web resource.

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