Create a Data Source
Follow the steps below to create the data source, providing authentication and any necessary connection properties.
Share or Embed the Data Source
You can create shared data sources or create an embedded data source restricted to a single port.
- Open your report or create a new Report Server project and add a new report by right-clicking the Reports folder in Solution Explorer and clicking Add -> New Item -> Report.
- If you want to create a shared data source, right-click Shared Data Sources in Solution Explorer and click Add New Data Source. If you want to create an embedded data source, right-click Data Sources in the Report Data view.
- Enter a name for the data source and in the Type menu select CData D365FinOp Report.
- In the Connection String box, enter the connection string to connect to Dynamics 365 Finance and Operations. A typical connection string is below:
InitiateOAuth=GETANDREFRESH;OrganizationUrl=https://myaccount.operations.dynamics.com/;See Establishing a Connection for a connection and authentication how-to.