In this article we will explain how to develop a new custom report from scratch in Dynamics 365 for Finance and Operations using Docentric. Requirements for the new report Let’s say that we want to develop a new report that will show the data from a selected sales agreement but instead of using the existing […]
Tag: SSRS
Create a new custom SSRS report in D365FO
In this article we will explain how to develop a new custom SSRS report from scratch using Report Data Provider (RDP) approach in Dynamics 365 for Finance and Operations. Requirements for the new report Let’s say that we want to develop a new report that will show the data from a selected sales agreement but […]
Add a new parameter to SSRS reports in Dynamics 365 for Finance and Operations
Before we explain how to add a new parameter to an SSRS report, let just remind ourselves first that there are two types of report data sets and therefore two types of SSRS reports in Dynamics 365 for Finance and Operations: Query based reports DP (Data Provider) based reports The procedure of adding new parameters […]
Why is Container contents report always printed to Screen in D365FO
This article explains why Container contents report is always printed to Screen no matter which print destination you select on the Print destination settings form opened from its report dialog form. The WHS Bill of lading report shows the same misbehavior, so everything explained here is applicable to this report too. The Bug: Report is […]
Deep links (aka drill-through links) in SSRS reports in Dynamics 365 for Finance and Operations
You can enable deep links (aka drill-through links) in SSRS reports in Dynamics 365 for Finance and Operations by setting the Action property on the wanted textbox to Go to URL and then to specify the expression for URL using the following utility method:
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=Microsoft.Dynamics.Framework.Reports.BuiltInMethods.GenerateDrillThroughLink( Parameters!AX_ReportContext.Value, Parameters!AX_UserContext.Value, "[MenuItemName]", "[MenuItemType]", "[TableName]", "{Arguments}") |
You can read about this in more detail in this […]
Display images on SSRS reports in Dynamics 365 for Finance and Operations
There are scenarios which require to print images on SSRS reports in Dynamics 365 for Finance and Operations. How you will achieve this depends on where the images are stored. Let’s say that you need to display product images on the Sales Order Confirmation or Sales Quotation report, to make it look more appealing. In […]
Report emailing settings
In this article we will first discuss the features of built-in report emailing, and then we will focus on how Docentric AX improves report emailing and the Email print destination. Built-in functionality: Use of E-mail parameters In SSRS framework, built-in email functionality works in the following way: 1) When you run an SSRS report on […]
Save Report to Attachments
We can use the Docentric File print destination and the Save to attachments option to save report to Attachments of the underlying entity, which is the report execution context record, i.e. a record of the report menu item. Let’s say that we want to save the Purchase order report to Attachments of the Purchase order […]
Some print management report destinations are not valid for batch processing
Some print management report destinations are not valid for batch processing warning occurs when posting and printing sales invoices in batch. In this article we will investigate this warning but let’s first examine how posting and printing an invoice in batch differs when Print Management setup for Customer invoice is, or is not used. Post […]
Email reports with customized body and additional attachments
Let’s say that we want to email purchase orders with customized body and two additional attachments, which are arbitrary documents stored on file system, SharePoint or database. Instead of attaching documents with static content, we can also attach related reports, for example Purchase order product receipt (the procedure is similar). Navigate to Company/Accounts payable/Setup/Forms and […]
