Of late, I have been working on various reporting requirements for a perfect CRM Solution. Here are my top tips when working on reports including SSRS, RDLC & Power BI Reports. This should be addition to my previous blog post on SSRS Tips..
- Firstly once your reporting requirements are confirmed, you should make a plan to make your achieve your goal
- Most viable way of creating reports is through the SSRS which comes by default to Dynamics.
- But it is often argued that SSRS alone will not be sufficient to fulfill our reporting needs and we should think of the alternatives like RDLC(.net way) or Power BI(make sure you have enough Power BI licenses to use).
- Power BI is ideal way if you want to know the hidden functionality of Dynamics, ex. goals, rollup queries…etc, you can easily get the fetch xml being used by CRM.
- If we want to built some custom ones, make sure you do checkout the RDLC format where you could write some .net coding and achieve the required data in the report.
- You can checkout the RDLC Report source code here…
This post will be updated….with more interesting content…in coming days…