Edit

Publish reports

  • Article

This sample shows how to publish a report by creating a Report record and the related records that make it visible. You can download the sample from here.

Note

This sample applies to both Dynamics 365 Customer Engagement (on-premises) and Dataverse.

How to run this sample

To obtain a local copy of all samples and build them, follow these steps:

  1. Download or clone the Samples repo so that you have a local copy.
  2. (Optional) Edit the dataverse/App.config file to define a connection string specifying the instance/organization you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.

If you don't specify a connection string in dataverse/App.config file, a dialog opens each time you run the sample, and you'll need to enter information about which instance or org you want to connect to and which credentials you want to use. This dialog caches previous connections so that you can choose a previously used connection.

How this sample works

In order to simulate the scenario described above, the sample will do the following:

Setup

Checks for the current version of the org.

Demonstrate

  1. The Report method instantiates the report object.
  2. The ReportCategory method sets the report category te report should belong to.
  3. The ReportEntity method defines which entity this report uses.
  4. The ReportVisibility method sets the report visibility.

Clean up

No clean up is required for this sample.