Set Up Your Workstation to Create SSRS Reports for Dataverse, Model-Driven Power Apps and Dynamics 365


ReadyXRM

Despite all the cool stuff you can do with the Power Platform, one of my most popular blog posts is Set Up Your Workstation to Create SQL Server Reporting Services Reports for Dynamics 365.

The post was likely popular because there were different components in the setup process and Microsoft never did a great job explaining all the pieces and steps.

Another challenge installing the tools was that it required SQL Server Data Tools 2015, even after there were newer versions, and many started the process assuming the latest version would work (it didn’t).

Microsoft has finally updated the tools that can run on the latest versions of Visual Studio (2019) so here is an all-new, all-fresh version of how to install the tools you need to create SQL Server Reporting Services Reports that will run on model-driven Power Apps and Dynamics 365 (Customer Engagement Apps).

As a bonus, at…

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Create Power BI Report to analyze Dataverse / Dynamics 365 data in Azure Data Lake


To begin with, here we have already configured the Azure Synapse Link /Export to Data Lake service and have configured Account, Contact and User table for the sync.

Check posts on Azure Synapse Link/  Export to Data Lake service:

https://nishantrana.me/2020/12/10/posts-on-azure-data-lake/

Let us now create the Power BI report on the exported data –>

Sign in to Power BI Desktop.

Click in Get Data and select Azure >> Azure Data Lake Gen 2 connector and click on connect.

Navigate to the storage account and the container within it and click on Container properties.

Copy the URL

Replace the blob part https://saazuredatalakecrm.blob.core.windows.net/dataverse-pmaurya105-unqdc8ed1c1df824188bbe2225de96f0

with the dfs

https://saazuredatalakecrm.dfs.core.windows.net/dataverse-pmaurya105-unqdc8ed1c1df824188bbe2225de96f0

Enter the URL and select CDM Folder View


Sign in with the Azure Active Directory account or with an Account key.

In case if you get the “Access to the resource is forbidden” error.

https://nishantrana.me/2020/09/07/error-access-to-the-resource-is-forbidden-while-trying-to-connect-to-azure-data-lake-storage-gen2-using-power-bi-desktop/

Here we have selected the Contact, Account, and System User table.

Click on Load.


Here we’d create a basic report that shows Contact’s full name, email, along with Account Name (left join with Account) and Owning User Full Name (left join with System user)

Let us choose the appropriate columns from the contact table.

fullname, emailaddress1, owninguser, ownerid_entitytype, parentcustomerid, parentcutsomerid_entitytype, parentcustomeridname


Now to get the full name of the owning user and the Account’s name, let us left join the contact table with the system user and account table.

Select Merge Queries as New in the Power Query Editor.



Merge Contact with Account


Merge with System User


Expand the account column and select the name field for the merged query.


Similarly, select fullname for the systemuser.


Close and apply the updates.


Below we have our report ready.



Save and publish the report.

More posts on Power BI – https://nishantrana.me/2018/11/24/power-bi-and-microsoft-dynamics-365/

Hope it helps..

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