As CRM Online does not allow direct access to the SQL database, customer reports in CRM Online are based on a combination of FetchXML, basic .rdl reports and customization in Visual Studio.
FetchXML is a proprietary query language that is used in Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. It’s based on a schema that describes the capabilities of the language. The FetchXML language supports similar query capabilities as query expressions. In addition, it’s used as a serialized form of query, used to save a query as a user-owned saved view in the userquery entity and as an organization-owned saved view in the savedquery entity.
- Look for a report in CRM Online which contains less or more the information you want.
- Export the report (.rdl) file and import it in a (new) project in Visual Studio
- Customize the .rdl report in VS
- Add data from FetchXML query
- Save and reimport the customized report in CRM Online
Microsoft Dynamics CRM 2013 Report Authoring Extension is required to author custom Fetch-based reports for Microsoft Dynamics CRM by using Business Intelligence Development Studio or SQL Server Data Tools (Short: BIDS extension): http://www.microsoft.com/en-US/download/details.aspx?id=40343
Microsoft Dynamics CRM 2015 Report Authoring Extension is required to author custom Fetch-based reports for Microsoft Dynamics CRM by using Microsoft SQL Server Data Tools Business Intelligence (BI): https://www.microsoft.com/en-us/download/details.aspx?id=45013
Look for a report in CRM Online which contains less or more the information you want.
You will then receive a .rdl file
Export the report (.rdl) file and import it in a new project in Visual Studio.
You have now made the data source for the project. This does not mean that a report under this project has automatically a data source, you will still need to add a data source to each report.
Importing this .rdl report will fill in 2 things:
- The data source (you will still need to add the right credentials)
- The data set: this will contain the columns from the report
You are now set to go and start customizing the report.
We will do this in a second post.