Dynamics 365 Reporting Tools – CRM Software Blog

For any organization, reports are an integral part to helping your team’s function whether it’s to pass information to your clientele or to discover realities.

There are many reporting tools for Dynamics 365. Some of the most common tools are:

Which tool should you use? Well, that entirely depends on your use case. Below is an outline with a few of the top benefits and limitations of each:

Report Wizard in Dynamics 365

Easy for a power user to create and configure
Limited to connecting 2 relational datasets (i.e. a parent and child entity)
Limited to a tabular or matrix format
Can easily configure them to run from a single record or multiple
Security is based on the Dynamics 365 users security role(s)
Unable to schedule them on a recurring basis out of the box in Dynamics 365 online

SSDT with the Dynamics 365 Report Authoring Extension

A power user can create these, but it may require a bit of upfront training
Can connect more than 2 data sets using FetchXML
Very flexible on how the report is formatted
Can display in a common tabular or matrix format
Can add images
Can add headers and footers
Can display multiple child tables (with the help of a sub report)

Can add prompts (e.g. a date range, a team/user) to help end users running the report to filter the data
Can add/remove sorting features
Can adjust the width so that it is formatted properly for your export format of choice (Word, PDF, Excel, etc)
Can import to Dynamics 365 which will then behave similar to one that was developed using the Dynamics 365 report wizard tool:

Continue reading on www.beringer.net

 

 

Source link

Interesting Posts

Leave a Reply

Your email address will not be published. Required fields are marked *