Customer experience | Sales, Customer Insights,...

Dynamics 365 Customer Engagement reporting options

(0) Share

Report

Posted on by gregbooth2

115

We are soon to go live with Dynamics 365 (online) Customer Engagement.

We are using a bespoke solution developed by a third party. However this des not include any reports.

So far they have shown us the Advanced Find functionality - but this seems a bit limited.

We want to be able to create our own reports (a bit like you could do with SSRS when we previously had Dynamics CRM on premise)

What options are there for creating reports ?

Is there a way to do your own reports using WYSIWYG stylr editor ? and if so where will this be in the admin menu ?

Many thanks

Greg

I have the same question (0)

All responses (8)

Answers (0)

Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (1)

Report

Hello Greg,

You can use SSRS or PowerBi for your reports.

Was this reply helpful? Yes No
gregbooth2 115 on at

Like (0)

Report

Is there no option to create a report using a wizard ?

How do you create and add an SSRS report when using Dynamics 365 online ?

Thanks

Was this reply helpful? Yes No
Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (1)

Report

Hello,

You can use either Wizard or VS - readyxrm.blog/

Was this reply helpful? Yes No
gregbooth2 115 on at

Like (0)

Report

Thanks

How do I access the wizard ?

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

You could use MS Power BI for these requests.

Create a Wizard using VS.

That would certainly help.

Was this reply helpful? Yes No
gregbooth2 115 on at

Like (0)

Report

The previous reply seemed to indicate that their is a wizard available in the online system somewhere- so asking where.

If I login ot the settings options - as per image above- their is no option for Reports.

Was this reply helpful? Yes No
Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (1)

Report

One option is "Advanced Find" - open "Advanced Find", look for "Report" entity, click "Results", at the top of grid - click "New Report" - in the form that popped up click "Report Wizard".

Other option - from Solution - create or open existing solution - navigate to "Report" click "New" and further steps are the same - in the form that popped up click "Report Wizard".

Was this reply helpful? Yes No
charliejamesuk 585 on at

Like (1)

Report

Another vote for PowerBI.

System Reports within Dynamics look dated. You can smarten them up by exporting the report RDL files into Visual Studio.

Was this reply helpful? Yes No