I recently came across a requirement where I had to create an SSRS report for Dynamics 365 for a client. This doesn’t sound that easy. Even being in the Dynamics CRM field for quite some time, I had faced several issues while creating the report, so I decided to document the process of creating the report that can be helpful for others.
I used Visual Studio 2015 for creating the report. However, you can use the 2017/19 versions as well. Make sure that the SQL Server Data Tools is installed. We also need to install the Dynamics 365 Report Authoring Extension. You can download it from here:
After entering the data, the screen will look something like this:
NOTE: There are 2 parts in the connection string separated by the semicolon( ; ) The first part is the organization URL. This is the URL you enter in the browser to connect to the Dynamics 365 environment. The second part is the Organization name. To get the organization name, go to Settings/Advanced Settings/Customizations/Developer Resources. The unique name is the one highlighted below. Copy that and paste it in the connection string.
Next, you need to enter the credentials. Choose the “Use this user name and password” and enter the credentials you use to connect to your Dynamics 365 environment and Click Ok.
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