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Joe Gill

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Home » Power Platform » Dynamics 365 » Dynamics CRM Default Custom Report Template

Dynamics CRM Default Custom Report Template

11th April 2016 by Joe Gill Leave a Comment


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
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
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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Joe Gill

Microsoft Business Applications MVP – Power Platform, Dynamics 365 and Azure.

An architect with over twenty years experience designing and developing technology solutions. Specializing in the Microsoft technology stack including Power Platform, Dynamics 365 and Azure. Microsoft MVP Profile

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