How to Update an Existing Dynamics 365 Custom Report RDL

Dynamics 365 supports custom reports built using SQL Server Reporting Services (SSRS) report definition language (RDL). When the situation calls for updating an existing Microsoft Dynamics 365 custom report (.RDL) but you no longer have access to the original code/solution – here is how to download and update the existing Microsoft Dynamics 365 custom report (.RDL):

First, download the existing Custom Report’s .RDL file using Microsoft Dynamics 365’s Advanced Find.

Use Advanced Find to look for “Reports

Select the existing Dynamics 365 CRM Report and click on Edit. Action > Download Report

Next step is to open Visual Studio that is setup for Microsoft Dynamics 365 Report writing/development

Create a new project based on the “Report Server Project” template

Right click on the “Reports” folder and Add an “Existing Item…”. Select the downloaded .RDL file from above step

Open (double-click) on the .RDL file and begin updating custom report in the “Design” tab

Click on the “Preview” tab to build the updated .RDL file.

The updated .RDL file is located in the Project directory. Use Advanced Find to edit the existing custom report and choose the updated .RDL file.

Contact me if you need some Microsoft Dynamics 365 CRM Sales Customer Engagement assistance.

Frank Lee
12 times awarded Microsoft MVP – Dynamics 365 / CRM
San Francisco Bay Area | Silicon Valley

About Frank Lee

Microsoft Dynamics 365 CRM/xRM consultant in San Francisco, USA.  Awarded the Microsoft MVP (Dynamics 365/CRM) 12 consecutive years from 2006 to 2018. Actively involved with Microsoft Dynamics CRM implementations since Microsoft CRM v1.0 beta (2002). Super passionate about everything CRM, especially in the areas of Cloud Computing, A.I., Digital Transformation and Automation.
This entry was posted in BIDS Report Authoring Extension, Customization, Dynamics 365, Report and tagged , , , , . Bookmark the permalink.

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