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Implementing Microsoft Dynamics 365 Customer Engagement

You're reading from   Implementing Microsoft Dynamics 365 Customer Engagement Configure, customize, and extend Dynamics 365 CE in order to create effective CRM solutions

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Product type Paperback
Published in Mar 2020
Publisher Packt
ISBN-13 9781838556877
Length 426 pages
Edition 1st Edition
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Author (1):
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Mahender Pal Mahender Pal
Author Profile Icon Mahender Pal
Mahender Pal
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Table of Contents (14) Chapters Close

Preface 1. Introduction to Dynamics 365 CE 2. Implementation Methodology FREE CHAPTER 3. Requirement Gathering and Analysis 4. Preparing Functional and Technical Design Documents 5. Configuring Your Dynamics 365 CE Organization 6. Customizing Dynamics 365 CE 7. Extending Dynamics 365 CE 8. Integrating Dynamics 365 CE with Other Applications 9. Business Intelligence and Reporting 10. Testing and User Training Planning 11. Migration and Upgrade 12. Deployment and Go-Live Support 13. Other Books You May Enjoy

Writing a custom report in Visual Studio

Sometimes, we need to develop complex reports, for example, reports that involve more than one related entity or where we need to use expressions (we can use expressions in reports to define the content of SSRS controls) to validate the value of a field. These types of reports are not possible to develop using the Report Wizard, so we use Visual Studio to develop them. In order to write custom reports in Visual Studio, we need to make sure SQL Data Tools is installed with the Report Authoring Extension for Dynamics 365 CE. The Report Authoring Extension is needed for writing FetchXML reports.

We can use the following steps to write a report using Visual...

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