Overview
It is essential to generate and manage reports effectively in the fast-paced business world of today. When combined with Dynamics 365 Finance and Operations (D365FO), SQL Server Reporting Services (SSRS) offers a powerful solution for organizing, maintaining, and distributing structured reports. The purpose of this post is to walk you through the process of developing SSRS report in D365FO by emphasizing best practices and necessary processes.
Comprehending D365FO and SSRS
Microsoft offers SSRS, a server-based software system for creating reports. It provides a number of tools for maintaining and distributing these reports in addition to being used for report design, testing, and deployment.
An enterprise resource planning (ERP) system called D365FO assists companies in managing their manufacturing, supply chain, finances, and other key operations. Users can create comprehensive, customisable reports to aid in decision-making processes by integrating SSRS with D365FO.
Required conditions
Prior to starting, make sure you have:
Basic knowledge of the modules in D365FO.
Visual Studio with the required D365FO extensions installed.
Familiarity with report creation and SQL.
How to Create Reports in D365FO Using SSRS
Organizing Your Space
Install the extensions for Visual Studio:
Launch Visual Studio and select "Extensions" from the menu.
To allow report development for D365FO, install the necessary extensions.
Start a New Project:
Make a new project in Visual Studio by opening it.
Under the project templates, select "Dynamics 365" and then "Finance and Operations" as the solution type.
Describe Your Data Sources
Make a Query:
Make a new query in AOT to retrieve the required information from the D365FO tables.
Specify the criteria and data fields that are needed for your report.
Class of Design Data Provider:
To serve as an interface between the query and the SSRS report, create a data provider class.
The manipulation of data and its transfer to the report will be handled by this class.
Creating the Report
Report to Project Addition:
Create a new SSRS report item in your Visual Studio project.
To arrange your report, use the report designer. Tables, charts, pictures, and other components can be added.
Set up the dataset and data source:
Configure the data source to link the data provider class to your report.
Use the previously constructed query to define datasets.
Layout of a Design Report:
To organize fields and create a layout for your report, use the drag-and-drop interface included in the report builder.
Use formatting and styles to make the report easier to read.
Implementing and Examining
Release the Report:
Deploy the report to the D365FO environment when it has been designed.
To prevent issues, make sure the deployment parameters are set appropriately.
Examine the report:
To verify the report's functioning, run it in D365FO.
Check to make sure the layout and data are correct.
Troubleshooting:
Use Visual Studio's debugging tools to find and address any problems that may arise.
After correcting the report, re-deploy and test it.
The Best Methods for Developing SSRS Reports in D365FO
Divide Up Data Sources: To save time and work, keep your data sources modular and reusable across several reports.
Optimize Performance: Make sure that the performance of the queries is optimized. Steer clear of big datasets and intricate joins, as these can impede the production of reports.
User-Friendly Layouts: Consider the end user when creating reports. To make the material easier to interpret, use headings that are clear, appropriate typefaces, and visual aids like charts and graphs.
Security Considerations: To protect sensitive data, put security measures in place. Limit report access by implementing role-based access constraints.
Documentation: Keep a record of all the steps involved in developing the report, including the data sources, design choices, and any custom code. This will support upkeep and updates in the future.
In summary
Utilizing data to make well-informed decisions is made possible with the help of SSRS reports created in D365FO. You may create reliable and easy-to-use reports that satisfy your business requirements by following the instructions provided in this tutorial and abiding by best practices. Your reporting skills will be greatly improved if you can create SSRS reports in D365FO, regardless of whether you are a developer or business analyst.
