How to Create Your First Dynamics 365 SSRS Report

Summary SQL Server Reporting Services reports are a viable way to generate information from your Dynamics 365 system. The Dynamics 365 Report Wizard has limitations in terms of the reports that can be created. Creating SSRS Reports does not necessarily require deep development skills. This post outlines the steps to create a simple SSRS report… 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