Unified Operations & Dynamics AX Forum

Expand all | Collapse all

SSRS in D365 F&O v10

  • 1.  SSRS in D365 F&O v10

    Posted 18 days ago
    Hello all,
    We have a need to develop some reports using SSRS in F&O v10.
    However, I cannot seem to find a qualified resource to assist in getting the platform configured properly and then to assist in creating the reports.

    We are going to be using Power BI for many reporting requirements but the business still wants some reports that are more suited for SSRS.

    Any guidance you can provide would be greatly appreciated!

    #Reporting#Finance #UnifiedOperations​​#DataManagement​#Operations​

    ------------------------------
    Gary Maziarz
    Toastmasters International
    Englewood CO
    ------------------------------
    AXUG Summit - Post


  • 2.  RE: SSRS in D365 F&O v10

    TOP CONTRIBUTOR
    Posted 15 days ago
    Hi Gary,

    Your best option for this is to setup your own database using BYOD. This approach allows you to export F&O data entities to an Azure SQL Server db that you control. This will also provide a better/scalable solution for connecting Power BI as well.

    https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/export-entities-to-your-own-database

    Let me know if you run into any further challenges.

    Mike

    ------------------------------
    Mike Hammons
    Director, Business Intelligence
    AKA Enterprise Solutions
    ------------------------------

    AXUG Summit - Post


  • 3.  RE: SSRS in D365 F&O v10

    Posted 14 days ago
    Gary, I'll echo the other suggestions of BYOD.  We are doing some PowerBI with it, but for the transactional type reports (e.g. list orders sold by region, ...), we are  using Crystal Reports against the BYOD.  We have experience with that tool, there are 3rd party scheduler/ delivery platforms and there's a large number of experienced resources (I found several good ones on upwork.com).  The remaining challenge is figuring out what tables to put into the BYOD  - a bit of trial and error on that.

    Best,

    ------------------------------
    chris south
    SixAxis/ SafeRack
    Andrews SC
    ------------------------------

    AXUG Summit - Post


  • 4.  RE: SSRS in D365 F&O v10

    Posted 14 days ago
    Thank you all for the responses.
    We are using BYOD for some reporting and for historical data but we have an ISV from Formpipe called Lasernet and it requires the SSRS reports to basically act as a fetch file which sends the data to the Lasernet server which then, in turn, produces the documents, emails, sms messages, etc.

    ------------------------------
    Gary Maziarz
    Toastmasters International
    Englewood CO
    ------------------------------

    AXUG Summit - Post


  • 5.  RE: SSRS in D365 F&O v10

    Posted 13 days ago
    Gary

    We use Lasernet too. It is possible to create (from scratch) a new report via the Lasernet AX Connector (LAC). It's also trial and error for some reports but you can basically choose any table you like and add items you want to be displayed in the report.
    One thing is important though: you need to have a linkage between the added table elements. Else the mapping of the needed items cannot be done by LAC and you get the whole table (XML will grow 100KB+ and slow down everything).

    Our partner for Lasernet is Secion. We got a beginners and after an advanced user training which helped a lot to use the LAC! Highly recommend!

    I think I saw a webinar about creating SSRS reports in Visual Studio. And if I'm not mistaken there are also Docs about this.

    Happy reporting
    Andreas

    ------------------------------
    Andreas Mörker
    Global Master Data Manager
    SIGVARIS
    ------------------------------

    AXUG Summit - Post


  • 6.  RE: SSRS in D365 F&O v10

    Posted 12 days ago
    Thank you very much, Andreas.
    I truly appreciate the assistance.
    We are not working with a partner for the Lasernet implementation but rather with Formpipe directly.  While it has great benefits being able to go directly to the creators of the product, I think we are hindered a little by not have a resource to show us the D365 part the solution requires.

    Again, thank you
    Gary

    ------------------------------
    Gary Maziarz
    Toastmasters International
    Englewood CO
    ------------------------------

    AXUG Summit - Post


  • 7.  RE: SSRS in D365 F&O v10

    Posted 12 days ago
    No problem Gary, glad to help.

    If you want me to ask Secion, who's a good Formpipe partner in the US, I'm happy to do so.
    I think you have a lots of benefits to work directly with the producer of the product. A partner with regards to training is an added value though.
    If Formpipe offers trainings, go for one, it helps a lot!

    Imho the most important thing is to understand the LAC. Lasernet developer is an easy to use tool and you'll be creating complex reports in no time.

    Also make sure you get access to the Lasernet knowledge base (if you don't have already).

    Feel free to get in contact any time you have questions. I'm not a full Lasernet SME but have some experience now.

    Best
    Andreas

    ------------------------------
    Andreas Mörker
    Global Master Data Manager
    SIGVARIS
    ------------------------------

    AXUG Summit - Post


  • 8.  RE: SSRS in D365 F&O v10

    GOLD CONTRIBUTOR
    Posted 14 days ago
    We have set up several ssrs reports.  We created a project in VS for each report we wanted.  It generally involved creating a table, dp class, controller  class, contract class etc  to serve   as the datasource, created our classes to populate the table and then created an ssrs report that used ​ the used the data provider.  On a couple of reports we were fortunate enough to be able to create a view and do an ssrs report based on a query as the datasource for the report.
    We are in the getting ready to go live stage and there were several reports we wanted to replicate from our custom code in AXR3.
    We worked with our partner Mazik, in the initial setup and they assisted as needed in the actual writing of the classes and objects needed as the data source for the report.  As of yet, we have done nothing related to BI.
    Our reporting needs may not have been as complicated as you need, but we found the process to be rather painless.

    ------------------------------
    Patricia Allen
    County Auditor
    Walker County Texas
    Huntsville TX
    ------------------------------

    AXUG Summit - Post


  • 9.  RE: SSRS in D365 F&O v10

    SILVER CONTRIBUTOR
    Posted 13 days ago
    I'll echo much of what has already been said, in that you really need to go with BYOD.  You then need to think about your wider reporting needs.  That is, do you need to look at getting that data into a DW.  The azure DW does have benefits and is very efficient in serving up the data, but if your reporting needs aren't that great, then that may be more trouble than it's worth.  Once your data is in your own Azure DB, then there are a number of options open to you, depending on your requirements.

    Good luck!!

    ------------------------------
    Andrew Friebel
    Gale Pacific Limited
    ------------------------------

    AXUG Summit - Post


  • 10.  RE: SSRS in D365 F&O v10

    Posted 13 days ago
    Hi,

    It entirely depends on the customer business requirement as PowerBI and BYOD are used to serve different purposes as BYOD operates on data entities(staging tables) and PowerBI access entity store(AXDW database) which require aggregate dimensions, measures and so on.

    Refer below links for deeper insight:
    (Check section Entity store or BYOD)
    https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/export-entities-to-your-own-database

    (Power BI integration with Entity store)
    https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/analytics/power-bi-integration-entity-store

    ------------------------------
    Regards,
    Chaitanya Golla
    Lead Architect
    ------------------------------

    AXUG Summit - Post


If you've found this thread useful, dive deeper into User Group community content by role