![]() The steps below assume that you have not previously authored any custom SSRS reports on your system and that you have a FetchXML query ready to return data from CRM. Given the number steps involved, this will be split across two separate posts, with the first post focusing on SSRS, We’ll attempt both methods to see the steps, effort and ease of use involved for each, and then decide which tool is the winner. So let’s find out by creating a very basic custom introduction letter that a business could use to generate for a Lead record. rdl reports (and developed quite a fondness for it as a result), I am really interested in seeing whether it is more efficient and easier to use Word Templates compared to a. ![]() Having worked myself with SSRS a lot previously to create. Given that Word is a far more accessible and familiar tool for many people, this new feature could be a game changer and major boon to CRM Administrators and Developers. Now, you can use Microsoft Word to develop and customise a template that can then be populated with the information you need from a CRM record. ![]() ![]() rdl files that are created within CRM (for very basic reports) or via SQL Server Data Tools (for more complex/bespoke reports).ĭynamics CRM 2016 has potentially flipped this approach on its head with the introduction of Word Templates. For those who have done a lot of work previously creating bespoke document templates within CRM, the only effective way in which you would traditionally do this within CRM was via a Report.
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