Creating Dynamics 365 Reports With Multiple Entities – YouTube

I’ve written previously about the joys of setting up Visual Studio and heading down the path of writing Dynamics 365 Reports using SSRS. Once you get through that, then the world is your oyster in the reporting sense. Getting the query to start with is done by opening the Advanced Find, creating your search then downloading the Fetch XML. Easy right? Well, until you want to write reports with lots of entities.

You could potentially use multiple Data Sets… but your formulas would be a challenge. You could even try Sub Reports… but those kind of reports can then be a challenge to run. Wouldn’t it be easier if you could get all of the rows in to just one Data Set?

That’s where using Jonas Rapp’s FetchXML Builder is your friend. Using this tool will allow you to create a query combining records across multiple D365 entities.

In this example we will build a report for Accounts, and display related Contacts, Opportunities, Cases.

Creating Dynamics 365 Reports With Multiple Entities: https://meganvwalker.com/creating-dynamics-365-reports-with-multiple-entities/
Setting up Visual Studio: https://meganvwalker.com/creating-fetch-xml-reports-using-visual-studio
XrmToolBox: https://www.xrmtoolbox.com/
FetchXML Builder: https://fxb.xrmtoolbox.com/
Jonas Rapp Website: https://jonasrapp.net/
Jonas Rapp Twitter: https://twitter.com/rappen

Thanks for watching. You can find me in the following places:
Website: https://meganvwalker.com
Twitter: http://twitter.com/meganvwalker
LinkedIn: http://linkedin.com/in/meganwalker
Subscribe to my blog at: https://meganvwalker.com/subscribe-new-articles/

#FetchXML #XrmToolBox #PowerPlatform #EmojiMegs #MSDynCRM #MSDyn365 #D365

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