Dynamics 365: Learn in doing

The SSRS reporting concepts are very well explained in the below link, you can go through the same for a good understanding of SSRS with Dynamics Ax. Below are few important related points listed and also the Reporting Services Overview slide.  Reporting services overview The picture is self explantory and just to brief things up: Basically a Report Model can contain Reports, Layout Templates, Table Style templates, Report Database etc.. And nodes which we can find under Report/Report Model are Datasets, Desgin, Parameters, Data methods and Images. In Ax terms, a Datasets can be said to be a data source and collection of fields from data source. And basically an Ax Query, SQL Data, OLAP data (cube) and a Data method can act as a Data source for a report Design node of a Report/Report model will contain three major parts, namely, Header, Body and Footer. And the Desgins can be of two types, namely Auto Design and Precision design. Dynamics Ax will take of...

We have already created a very simple and basic report. For more details look at the Internal links listed below. And now we are going to make our report look better. And the simplest way to have the reports to have standard look and layout is "to set AutoDesign's several properties" AutoDesign has a property called Layout template , and DataRegion (CustTable) has a property called Style template. By modifying these two properties we can actually have a better look and feel for our report. Layout Template: This can be found under properties for AutoDesign node. When I click the comboBox to see the options avaliable for LayoutTemplate, I see the below and I choose "ReportLayoutStyleTemplateNoCompany". Lets see what changes does it make to my report. The report looks much better now. The Header and the Footer of the template have been automatically designed to somewhat similar to standard Ax reports. Style Template: This can be found under p...

If we look at the Simple SSRS report we created using dataset CustTableSRS (use below internal link for more details), we observe that while rendering the report - we had to enter a value in the parameters tab. i.e, Value for CustGroup. So how and why does this value appear? How does this parameter appear: The answer can be found if we go to AOT in Dynamics Ax Client. Open the query CustTableSRS which we used as a Dataset for our report. In the CustTableSRS AxQuery , we find several nodes. Lets concentrate on the DataSources node. And in the Datasources node, we can find the CustTable from which the data into the report has be rendered from. And we can also see the Fields, AccountNum & CustGroup, which were displayed in the report. Now if you look at Ranges , we see that CustGroup lies here. That means, the query has a range and is defined by CustGroup. And this is how the CustGroup parameter is shown and is required while rendering the report. Why does the paramete...

This is an attempt to create the simplest SSRS report for Dynamics Ax. And to start with, lets see what all tools I am using. Microsoft Dynamics Ax 2012 R2 Visual studio 2010 Ultimate Visual studio tools (Dynamics Ax Component) Microsoft SQL 2008 R2 Steps to create the simplest SSRS Report: Launch Visual studio. Create a new project and select Template "Microsoft Dynamics Ax" and select Report Model. And in the Solution explorer, you will find a ReportModel. You will need to Add report, by clicking the Add button shown in the below image and then selecting Report. Then you will see a new report " Report1 " as shown. If you double click the Report1. Then you will see something like a part of AOT in Dynamics Ax as shown. The nodes available under the Report1 are Datasets, Desgins, Images, Data methods & Parameters. And for a simple SSRS report, our task will be to create something under the Datasets & Designs and then bind the two. Dataset - w...