How to Create Your First Dynamics 365 SSRS Report

April 2020 Update I know this is a popular post, and the information is still very relevant today and will work both with Dynamics 365 and Model-driven Power Apps projects.  If you want more in-depth information and become a SSRS wizard, then take a look at Megan Walker’s SSRS REPORTS FOR CDS & D365 online… Continue reading How to Create Your First Dynamics 365 SSRS Report

Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365 Revisited

Update: Its 2020, is this post still relevant? YES! This has been one of my most popular posts.  The fact that it was written in 2018 might turn people off, but the info is still valid and is applicable to the latest version of Dynamics 365 (Customer Engagement) and Model-Driven Power Apps. The number one… Continue reading Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365 Revisited

Move Dynamics 365 Portal Configuration Data Using the XrmToolBox

Summary There are challenges copying Dynamics 365 Portal Data from one instance to another due to the complexity of the entity structure. Semi-official method of using the Configuration Data Mover has potential to leave gaps and data and other pitfalls. The XrmToolBox Portal Data Mover has been recently updated and when used correctly is an… Continue reading Move Dynamics 365 Portal Configuration Data Using the XrmToolBox