Monday, April 11, 2016

Dynamics CRM Default Custom Report Template

This is a quick tip which may save you some time if you frequently use Business Intelligence in Visual Studio to develop custom reports for Dynamics CRM. You can create a report RDL file and use this as the default template for new reports. Simply create a new report and configure your CRM data source and add any other common items you require such as headers.

Now take this rdl file and overwrite the report.rdl file in the folder C:\Program Files (x86)\Microsoft Visual Studio 11.0\Common7\IDE\PrivateAssemblies\ProjectItems\ReportProject.
Now when you add a new report it will use this as the template. In the example below new report are created with the CRM data source already configured and with a header section  containing

You can use this technique to create a default report template for any type of reports not just custom Dynamics CRM report.

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