Microsoft Dynamics 365 reporting requirements

Applies to Dynamics 365 for Customer Engagement apps version 9.x (on-premises)

Microsoft Dynamics 365 Reporting Extensions are data processing extensions that are installed on the SQL Server Reporting Services server. The Microsoft Dynamics 365 Reporting Extensions accept authentication information from Dynamics 365 Server and pass it to the SQL Server Reporting Services server.

Dynamics 365 Reporting Extensions Setup includes two data processing extensions: Fetch data processing extension and SQL data processing extension. By default, these extensions are installed during Dynamics 365 Reporting Extensions Setup:

  • The Fetch data processing extension is required to create, run, and schedule Fetch-based reports.

  • The SQL data processing extension is required to create, run, and schedule the default (out-of-the-box) or SQL-based custom reports in Dynamics 365.

You don’t need Microsoft Dynamics 365 Reporting Extensions to run Dynamics 365. However, if you want to create, use, or schedule reports in Dynamics 365, you need to install Microsoft Dynamics 365 Reporting Extensions. Additionally, you need to install these extensions if you want to create or import an organization, like when you migrate from an earlier version of Dynamics 365 using Deployment Manager.

SQL Server Reporting Services

SQL Server Reporting Services is required for reporting features in Dynamics 365.

You can use the following SQL Server editions for Dynamics 365 reporting:

  • Microsoft SQL Server 2017 Enterprise
  • Microsoft SQL Server 2017 Standard
  • Microsoft SQL Server 2017 Developer (for non-production use only)
  • Microsoft SQL Server 2016 Enterprise, with Cumulative Update 2
  • Microsoft SQL Server 2016 Standard, Cumulative Update 2
  • Microsoft SQL Server 2016 Developer, with Cumulative Update 2 (for non-production use only)

Important

  • SQL Server Compact or SQL Server Express editions are not supported for use with Dynamics 365 Server.
  • Using a SQL Server Reporting Services server running in SharePoint mode is not supported with Dynamics 365. For more information about SQL Server 2012 Reporting Services SharePoint mode, see Reporting Services Report Server (SharePoint Mode).

Dynamics 365 Reporting Extensions requirements

The Microsoft Dynamics 365 Reporting Extensions component has the following requirements:

  • You must complete Microsoft Dynamics 365 Server Setup before you run Dynamics 365 Reporting Extensions Setup.

  • You can install and run Microsoft Dynamics 365 Reporting Extensions on only one instance of SQL Server Reporting Services on a computer.

  • The identity account running the instance of SQL Server Reporting Services where the Microsoft Dynamics 365 Reporting Extensions are running can’t be the local system or a virtual account. This is required for Dynamics 365 reporting to work because the identity account must be added to the PrivReportingGroup Active Directory security group that is used by Dynamics 365.

  • Separate deployments of Dynamics 365 cannot share one SQL Server Reporting Services server. However, a single deployment of Dynamics 365 that has multiple organizations can use the same SQL Server Reporting Services server.

  • You must run the Dynamics 365 Reporting Extensions Setup on a computer that has a supported version and edition of SQL Server Reporting Services installed. More information: SQL Server Reporting Services

  • For smaller data sets and fewer users, you can use a single-server deployment or a multi-server deployment. With larger data sets or more users, performance decreases quickly when running complex reports. Use a multi-server deployment with one computer that is running SQL Server for Dynamics 365, and another server for SQL Server Reporting Services.

Dynamics 365 Report Authoring Extension requirements

Dynamics 365 Report Authoring Extension is required to author Fetch-based reports used with Dynamics 365 by using SQL Server Data Tools. You must install the Dynamics 365 Report Authoring Extension on a PC that has the following software.

Supported operating systems

  • Windows 10

Additional software requirements

  • Visual Studio 2015 or Visual Studio 2013.

  • SQL Server Data Tools (SSDT) installed with Visual Studio.

  • If your organization uses Office 365, make sure the computer with Dynamics 365 Report Authoring Extension installed also has the Microsoft Online Services Sign-in Assistant installed on it. If Microsoft Online Services Sign-in Assistant is already installed, check the registry key SOFTWARE\Microsoft\MSOIdentityCRL and make sure that the TargetDir registry key in MSOIdentityCRL contains msoidcli.dll.

See also

Microsoft Dynamics 365 system requirements and required technologies
Microsoft Dynamics 365 language support