Reporting and Data Visualization in Dynamics 365 and Power Platform

Here are some reporting and data visualization tools to get all that data out of Dataverse:

• SQL Server Reporting Services (SSRS) - Use the Report Wizard in model-driven apps for simple reports. For more complex reports, you'll need to use Visual Studio and learn FetchXML. Nick Doelman has written how to get started at https://readyxrm.blog/2021/01/23/ssrsdataverse2021/. Megan Walker has an online course at https://learn.meganvwalker.com/courses/writing-ssrs-reports-for-cds-365

• Charts and Dashboards - Dataverse includes charts (based on .NET chart controls) and dashboards, see https://docs.microsoft.com/en-us/powerapps/developer/model-driven-apps/view-data-with-visualizations-charts

• Export to Excel - When viewing a list of records in a model-drive app, the records can be exported to Excel, https://docs.microsoft.com/en-us/powerapps/user/export-data-excel

• Word and Excel templates - Use Word and Excel to create standard documents (for example, quotations) for records in Dataverse, https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/templates-overview

• Export to PDF - Available in Dynamics 365 Sales only, you can generate pdf files for specific tables (including opportunity and order) and custom tables, https://docs.microsoft.com/en-us/dynamics365/sales/create-quote-pdf

• Power BI - Microsoft's enterprise offering for visualizing data, works with all types of data sources including Dataverse, https://powerbi.microsoft.com

• Power BI paginated reports - Power BI reports specifically designed to be printed and formatted to fit on one or more pages, https://docs.microsoft.com/en-us/power-bi/paginated-reports/paginated-reports-report-builder-power-bi

• Third-party tools - There are many third-party tools available such as https://www.mscrm-addons.com/products/documentscorepack