Secrets of the Dataverse: The Report Wizard

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ReadyXRM

Anyone who has been working with Dynamics CRM/Dynamics 365 at some point likely tried the Report Wizard. The Report Wizard was introduced in Dynamics CRM v4.0 as a way to quickly create ad-hoc reports.

A video version of this blog post can be found on the 365.Training YouTube channel.

Reports created using the Report Wizard are not necessary pretty, but can be quite functional and are a good way to extract data from Dataverse quickly. You do not need any of the Dynamics 365 apps deployed, the report wizard will work just fine on a “vanilla” Dataverse instance.

If you are an old-school Dynamics CRM person who knows how to build a report using the wizard, you can skip to the bottom of this post where I show how to launch Report wizard reports directly from a canvas Power App.

Creating a Report using the Report Wizard

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