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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Dynamics 365 Customer ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Dynamics 365 Customer Engagement reporting options

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Posted on by gregbooth2 115

Hi

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)
  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello Greg,

    You can use SSRS or PowerBi for your reports.

  • gregbooth2 Profile Picture
    gregbooth2 115 on at

    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

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

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

  • gregbooth2 Profile Picture
    gregbooth2 115 on at

    Thanks

    How do I access the wizard ?

  • Community Member Profile Picture
    Community Member on at

    You could use MS Power BI for these requests.

    Create a Wizard using VS.

    That would certainly help.

  • gregbooth2 Profile Picture
    gregbooth2 115 on at

    5417.pastedimage1588157366839v1.png

    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.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    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".

  • charliejamesuk Profile Picture
    charliejamesuk 585 on at

    Another vote for PowerBI.

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

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