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.

Dynamics CRM Default Custom Report Template Joe Gill Dynamics 365 Consultant & Microsoft Dynamics MVP
Now take this rdl file and overwrite the report.rdl file in the folder C:Program Files (x86)Microsoft Visual Studio 11.0Common7IDEPrivateAssembliesProjectItemsReportProject.
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 joegill.com.
Dynamics CRM Default Custom Report Template Joe Gill Dynamics 365 Consultant & Microsoft Dynamics MVP
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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