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Install Dynamics 365 Report Authoring Extension

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Dynamics 365 Report Authoring Extension is required to create and customize fetch-based reports by using SQL Server Data Tools - Business Intelligence, an authoring environment for Visual Studio. More information: Microsoft Dynamics 365 reporting requirements

If not already installed, the following components are installed during Dynamics 365 Report Authoring Extension Setup:

  • .NET Framework

  • Microsoft Application Error Reporting Tool

Warning

People who use the Report Viewer control included with Visual Studio can view information from the reports that they have access to. By using this control, the user can view additional report and session data that is not displayed when running the report in a Microsoft Dynamics 365 Customer Engagement (on-premises) app. To reduce the risk of exposing confidential data, we recommend that you configure the SQL Server Reporting Services URL where the Microsoft Dynamics 365 Reporting Extensions is installed to allow only Transport Layer Security (TLS) or Secure Sockets Layer (SSL), also known as Secure HTTP, connections. More information: MSDN: Configure SSL Connections on a Native Mode Report Server.

Install the plug-in

Dynamics 365 Report Authoring Extension is a plug-in that obtains the metadata and data from Customer Engagement (on-premises). This metadata is required to design and preview Fetch-based reports in SQL Server Data Tools. You can use Dynamics 365 Report Authoring Extension with either Customer Engagement (on-premises).

  1. In the /BIDSExtensions/ folder, double-click SetupBIDSExtensions.exe. Download from the Microsoft Download Center.

  2. On the Welcome to Microsoft Dynamics 365 Report Authoring Extension Setup page, we recommend that you choose Get updates for Microsoft Dynamics 365, to make sure that Setup has the most recent installation files. Select Next.

  3. On the License Agreement page, review the information, and if you accept the license agreement, select the I accept this license agreement check box, and then select I Accept.

  4. If Setup detects that some required components are missing, the Install Required Components page appears. To install them, select Install. When the components are installed, the status column changes from Not Installed to Installed. Select Next to continue.

    Note

    • These components are required before Dynamics 365 Report Authoring Extension can be installed. You can exit Setup and install the components manually, or select Install. The Next button on this page is disabled until Setup detects that these components are installed.
    • Installing these components may require you to restart the computer. If you are prompted to restart the computer, do so, and then start Setup again.

  5. On the Select Microsoft Update Preference page, we recommend that you select the Use Microsoft Update when I check for updates (recommended) option. Microsoft Update makes sure that your computer has the latest technology, which can help to reduce the risk of vulnerabilities and security issues.

  6. On the Select Installation Location page, accept the default location or enter a different file installation location, and then select Next.

  7. On the System Checks page, a summary of all requirements and recommendations for a successful installation is shown. Errors must be corrected before installation can continue. If no errors, or only warnings appear, you can continue with the installation. To do this, select Next.

  8. Review the Ready to Install Microsoft Dynamics 365 Report Authoring Extension page, and then select Back to correct any errors. When you are ready to continue, select Install.

  9. When Setup successfully completes, the Microsoft Dynamics 365 Report Authoring Extension Completed page appears. Select Finish.

See Also

Create a new report using SQL Server Data Tools