Reporting & Analytics with Dynamics 365

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Microsoft Dynamics 365 includes reports, dashboards, and support for Power BI for Office 365 that provides useful business information and visualizations to the user.

Paginated reports

Microsoft Dynamics 365 includes a Report Wizard that can be used to easily create reports in just a few steps without using XML or SQL-based queries. For more information about the Report Wizard, see CRM Help & Training: Create, edit, or copy a report using the Report Wizard.

However, to create more complex reports, you can either create your own custom reports from scratch, or use an existing Microsoft Dynamics 365 report as a template. The topics in this guide show you how to create new reports or change existing reports using Microsoft Visual Studio as the report writing tool and Microsoft SQL Server Reporting Services as the report engine.

Dashboards

There are two types of dashboards in Microsoft Dynamics 365—user dashboards and system dashboards. Any user can create a dashboard visible only to them in their work area, such as Sales, Service, or Marketing. An administrator or customizer creates or customizes system dashboards that, when published, are visible to everyone in the organization. A user can choose to set their user dashboard as their default dashboard and override the system dashboard. More information: Work with, create, or customize dashboards

Power BI

Power BI is a self-service business intelligence (BI) platform used to discover, analyze, visualize data, and share or collaborate these insights with colleagues. Power BI provides information workers and everyday business users with excellent data analysis and visualization capabilities to get better business insights. More information: Use Power BI with Microsoft Dynamics 365

There are several ways you can use Power BI with Microsoft Dynamics 365:

  • Load a Microsoft Dynamics 365 content pack and start using the Power BI service to display Dynamics 365 insights.

  • Customize a Microsoft Dynamics 365 content pack. More information: Customize Microsoft Dynamics 365 Power BI content packs

  • Use Power BI Desktop to modify and customize your reports and visualizations.

  • Embed a Power BI tile in a Dynamics 365 personal dashboard.

  • Use Power BI and Microsoft Office Excel together.

  • Note

    In most cases report features are the same with either Microsoft Dynamics 365 (online) or Dynamics 365 (on-premises); however, there are the following differences:

  • SQL-based reports can only be used with Dynamics 365 (on-premises). Working with SQL-based reports (Dynamics 365 on-premises only)

  • The Schedule Report feature in the Reports area of Microsoft Dynamics 365 lets users schedule report snapshots at certain intervals. This feature is currently available only with Dynamics 365 (on-premises). For more information about creating and editing reports in Microsoft Dynamics 365, see Customize and organize reports.

  • The reporting infrastructure in Microsoft Dynamics 365 (online) has RDL sandboxing enabled. Therefore, custom code in report definitions will not work. RDL sandboxing for Microsoft Dynamics 365 (online)

  • In This Section

    Get started writing reports

    Working with Microsoft Dynamics 365 reports

    Working with SQL-based reports (Dynamics 365 on-premises only)

    Test and troubleshoot reports

    Publish reports

    Report considerations and best practices

    Example reports

    Copy reports between Microsoft Dynamics 365 (on-premises) deployments

    Customize Microsoft Dynamics 365 Power BI content packs

    Planning on-premises Dynamics 365

    Installing on-premises Dynamics CRM

    Administering Dynamics 365

    Operating Microsoft Dynamics 365

    © 2017 Microsoft. All rights reserved. Copyright