I rarely create/update reports. And to be honest, my knowledge actually stuck on creating reports using “Report Builder” which at that time we still used the On-Premise version to query the things we needed to make the report. While the latest version uses Fetch XML and forces us to basically install the extension that we will cover today. So, when I got one, it was very frustrating to install the tools needed step by step. So here is how to install everything from scratch!
First, you need to know the requirement to install the stuff. If you go to https://www.microsoft.com/en-us/search/explore and go query “Dynamics 365 report authoring extension“, you will find several results and you need to find the latest version. The latest one I know is “Dynamics 365, version 9.0 Report Authoring Extension (with SQL Server Data Tools support)“. Open it and you can see the system requirements:
The Dynamics 365 Report Authoring Extension is a component of Microsoft Dynamics 365 that allows users to design and create reports. The extension is designed to be used in conjunction with Microsoft SQL Server Reporting Services (SSRS). The extension provides a graphical interface for creating, managing, and deploying reports.
To install the Dynamics 365 Report Authoring Extension from scratch, the first step is to download the extension from the Microsoft Download Center. Once the download is complete, the next step is to install the extension. This can be done by running the downloaded setup file.
After the installation is complete, the next step is to configure the extension. This involves setting up the user accounts, roles, and other security settings. Once these settings have been configured, the extension is ready to use.
The extension also includes a report designer that can be used to create and manage reports. This designer provides an intuitive graphical interface that makes it easy to design and create reports.
Finally, the extension also provides a deployment wizard that can be used to deploy the reports to Dynamics 365. This wizard allows users to select the reports they want to deploy and then specify the locations where they should be deployed.
Install the plug-in
To use the report extension layout, go to the Report Layout Selection page in Business Central, make sure to choose to use a built-in layout in the Selected layout field, and then choose the layout for the report in question from the Custom Layout Description drop-down box.
You package a code-extension model for deployment exactly like you would package any other model. On the Dynamics 365 menu, point to Deploy, click Create Deployment Package, and then select the check box for the package name.