How to create an SSRS Report in Microsoft Dynamics 365 F&O

To create an SSRS report in Microsoft Dynamics 365 F&O, we need to follow the below steps,

Create a temporary table that will contain all the fields that needs to be shown on the SSRS report, in my case, I am creating CustReportTmp. Now set the property of the table as InMemory, so that the table will become temp table.

Now create an RDP class, The best practice for creating RDP class is to suffix DP at the end of the class name.

class CustReportDP extends SRSReportDataProviderBase
{
    CustReportTmp custReportTmp;
    [SRSReportDataSetAttribute(tablestr('CustReportTmp'))]
    public custReportTmp getCustReportRDPDemoTmp()
    {
        select * from custReportTmp;
        return custReportTmp;
    }
    public void processReport()
    {
        TTC_Customer    customer;
        while select * from customer
        {
            custReportTmp.clear();
            custReportTmp.ID            =   customer.ID;
            custReportTmp.Name      =   customer.Name;
            custReportTmp.Age         =   customer.Age;
            custReportTmp.Phone      =   customer.Phone;
            custReportTmp.EmailID   =   customer.EmailID;
            custReportTmp.Balance   =   customer.Balance;
            custReportTmp.insert();
        }
    }
}

Now create a report, rename the report accordingly in this case “ReportRDP”, add dataset in the report, and name the dataset. put the data source type property to “Report data provider”, Now select the query that we created.

Now right-click on design and create a new design, go to properties, and give the name of the design and style template to “table style alternating rows”. Now edit design by clicking on “edit using designer”.

Now add a table from the ToolBox and add the necessary fields that you want to add to the report.

Now from the solution explorer right-click on your report and then deploy the report. Once the report is deployed, rebuild the project. Now add an output menu item for your report and place it in “Menu Extension” as per client’s requirement.

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Atul Yadav

Lead Technical Consultant at Lifestyles

As a leading Dynamics 365 F&O Technical lead, Atul brings extensive experience in developing custom solutions that drive business efficiency. His skill set uniquely includes Azure DevOps for Dynamics 365 F&O, enabling efficient project management, automation, and deployment processes. Additionally, his expertise in Power Platform allows for the creation of powerful business solutions that leverage data analysis, app development, and automation.

His proficiency in Azure integration further distinguishes his capability, facilitating seamless connections with Dynamics 365 F&O and enhancing business operations. Committed to project success, he provides ongoing support and shares industry insights through his blog, contributing to the professional community's growth.

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