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SSRS setup for D365 online VS2019

  • 1.  SSRS setup for D365 online VS2019

    TOP CONTRIBUTOR
    Posted Dec 15, 2020 06:37 AM
    Hi everyone

    I've finally got a new reporting server with below software as I've been on the same version for many years and want to leverage the benefits of more recent versions of SSRS:
    • Windows Server 2019
    • SQL Standard 2019
    • SQL Management Studio 18
    • SSRS 2019
    • Visual Studio Enterprise 2019
    I've managed to open VS2019 and can select Report Project but then I'm stumped as I cannot find any reference to a fetchxml project type.  Googling might indicate VS2019 isn't currently able to deal with fetch reports.  If there's anyone out there who knows latest version of all required software to enable me to run fetch reports I'd be most grateful.  My alternative is to set up the reports from our sql copy but I don't know if they can be accessed from within CRM.

    Merry Christmas to you all and I hope 2021 is better for all of us.

    Cheers
    Jules

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    Julia Streatfield
    CRM Business Intelligence Manager
    CBI
    London
    ------------------------------
    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 2.  RE: SSRS setup for D365 online VS2019

    MICROSOFT MVP
    Posted Dec 16, 2020 03:03 AM
    Have you installed the Report Authoring Extension? You'll need that to write FetchXML data sources.

    https://www.microsoft.com/en-us/download/details.aspx?id=56973


    ------------------------------
    Feridun Kadir
    Principal Consultant, MVP
    Expert CRM Services Ltd
    Stansted
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 3.  RE: SSRS setup for D365 online VS2019

    Posted Dec 16, 2020 05:20 AM
    Hi Julia,

    At our organisation we recently tried upgrading all our reporting software and it seems like VS2019 doesn't support fetchxml, I've tried installing the authoring tool however VS2019 doesn't see it. VS2015 works though, so we've opted to use that until we can switch to PowerBI and move anything else on to Word templates within the entities.

    Hope this is useful, and merry Christmas :)

    Thanks
    Steve

    ------------------------------
    Steve Roberts
    Joseph Rowntree Foundation
    YORK
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 4.  RE: SSRS setup for D365 online VS2019

    Posted Dec 16, 2020 08:12 AM
    Hi Julia,

    As Steve mentioned, VS2015 is the last version that is capable of running the Report Authoring Extension to use FetchXML so you'll have to install that.

    One additional thing, there is a little gotcha with using SSRS 2019 or even 2017. It adds in a section in the XML of the report for the ReportParametersLayout that must be deleted and in the Report header of the code you'll need to change the year in the xmls reference from 2016 to 2010 (xmlns="http://schemas.microsoft.com/sqlserver/reporting/2016/01/reportdefinition"). If you do not then your report will fail upon import into Dynamics.

    ------------------------------
    Scott Florance
    Business Applications Consultant
    KTL Solutions, Inc, Frederick MD
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 5.  RE: SSRS setup for D365 online VS2019

    TOP CONTRIBUTOR
    Posted Dec 16, 2020 09:04 AM
    Julia,
    I agree with everything that was written with one tip - don't use 9.0 version and the reason is the following - when you work with the report and want to build datasets to be shown 9.0 version doesn't provide "display values" for field types like lookups and optionsets - the report will give you guid and whole number value for those fields and you will have to either build a join to a related entity to get the display name of the lookup and do an additional lookup to stringmap entity to get the label of the optionset.
    I recommend using 8.2 instead. It has an issue with authentication (because it utilizes SDK version prior enforcing of TLS 1.3) but there is a workaround you can use that I described in my blog post - https://butenko.pro/2018/02/14/microsoft-dynamics-365-v9-0-how-to-fix-connectivity-issues-between-ssdt-report-authoring-extension-and-dynamics-365/

    ------------------------------
    Andrii Butenko
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 6.  RE: SSRS setup for D365 online VS2019

    TOP CONTRIBUTOR
    Posted Dec 22, 2020 07:11 AM

    Hi everyone

    Thanks for all your comments, I'll be seeing what I can do very soon.

    Andrii - wasn't sure what you meant by version number - of what?  SSRS 2019 is 15.0.1102.675 and I may as well run it from VS2015 I've been using already which is 4.7.02053.

    Scott - I guess I'll find out what that all means once I dive in!

    Steve and Feridun - thank you, I've taken it on board and hopefully can crack on soon.

    Wishing you all as good a Christmas as possible (I'm in Tier 4) and may 2021 be kinder all round.

    Cheers

    Jules



    ------------------------------
    Julia Streatfield
    CRM Business Intelligence Manager
    CBI
    London
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


  • 7.  RE: SSRS setup for D365 online VS2019

    TOP CONTRIBUTOR
    Posted Dec 22, 2020 10:51 AM

    Julia,

    I'm sorry for the confusion, my message was not clear enough.

    You will have to use VS 2015 to develop reports because this is the highest version that supports FetchXml Authoring Extension that is used during the development of reports to gather data from the system.

    With 8.2 and 9.0 I meant versions of FetchXml Authoring Extension.



    ------------------------------
    Andrii Butenko
    ------------------------------

    Digital Acceleration Binge Day.  January 28th 2021 | 11:00 AM - 2:00 PM EST


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