Microsoft Dataverse Advanced Reports Setup

Neil HaddleyAugust 10, 2024

Microsoft Dataverse Advanced Reports Setup

The Visual Studio shell used to create Reporting Services reports has been released under various names, including SQL Server Data Tools (SSDT).

Previous releases of SQL Server Data Tools (SSDT) - SQL Server Data Tools (SSDT) | Microsoft Learnhttps://go.microsoft.com/fwlink/?linkid=2132817

Previous releases of SQL Server Data Tools (SSDT) - SQL Server Data Tools (SSDT) | Microsoft Learnhttps://go.microsoft.com/fwlink/?linkid=2132817

I downloaded the Disk Image File

I downloaded the Disk Image File

I opened the Disk Image File and ran SSDTSetup

I opened the Disk Image File and ran SSDTSetup

I selected the SQL Server Reporting Services checkbox and clicked the Next button

I selected the SQL Server Reporting Services checkbox and clicked the Next button

I agreed to the license terms

I agreed to the license terms

Visual Studio 2015 Shell was installed

Visual Studio 2015 Shell was installed

Setup was successful

Setup was successful

I clicked the New Project... link

I clicked the New Project... link

I selected the Project Server Report option

I selected the Project Server Report option

I right clicked on the Reports folder and selected the Add New Report menu item

I right clicked on the Reports folder and selected the Add New Report menu item

I clicked the Next button

I clicked the Next button

Microsoft Dynamics was not shown as a data source type

Microsoft Dynamics was not shown as a data source type

Install the Report Authoring Extension for Dynamics 365 Customer Engagement (on-premises) | Microsoft LearnDownload Dynamics 365, version 9.0 Report Authoring Extension (with SQL Server Data Tools support) from Official Microsoft Download Center

Install the Report Authoring Extension for Dynamics 365 Customer Engagement (on-premises) | Microsoft LearnDownload Dynamics 365, version 9.0 Report Authoring Extension (with SQL Server Data Tools support) from Official Microsoft Download Center

I installed the Microsoft Dynamics 365 Report Authoring Extension

I installed the Microsoft Dynamics 365 Report Authoring Extension

I accepted the license agreement

I accepted the license agreement

I installed Microsoft Application Error Reporting

I installed Microsoft Application Error Reporting

I clicked the Next button

I clicked the Next button

I clicked the Next button

I clicked the Next button

I clicked the Next button

I clicked the Next button

I clicked the Finish button

I clicked the Finish button

I right clicked on the Reports folder and selected the Add New Report menu item (again)

I right clicked on the Reports folder and selected the Add New Report menu item (again)

Microsoft Dynamics 365 FetchXML was the default data source typeI entered my https://XXX.crm.dynamics.com URL into the Connection string box and clicked the Next button

Microsoft Dynamics 365 FetchXML was the default data source typeI entered my https://XXX.crm.dynamics.com URL into the Connection string box and clicked the Next button