Configuring a LCS Repository for Electronic Reporting in Dynamics 365 for Finance and Operations

In Dynamics 365 for Finance and Operations, Microsoft provides a large repository for Electronic Reports. These cover a lot of scenarios but for those scenarios that requires custom reports you can use LCS to store these in order to share them between environments.

This requires a configuration in D365

First you need to add a configuration provider:

  1. In D365FO search for “Electronic Reporting”
  2. In the right click Configuration Providers
  3. Click New, Give it a Name and a URL and click save
  4. Back in the GER Workspace select the new provider and click Repositories
  5. On the Configuration repositories screen click Add – LCS and Create Repository. Select the correct LCS project and click OK.
    Note: Sometimes you need to make a connection to LCS. To do that click “Click here to connect to LifeCycle Services”. This is done in a separate tab. When it is done switch back to the previous tab and click OK. If you get an error, try again.

    EDIT 2019-06-03 If you are not seeing the the option to select an LCS project at all, you will need to make a connection between Dynamics 365 FO and LCS. This is done in the System Administration – Setup – System Parameters – Help Tab.

    When you click the Help Tab you will see the option to authenticate to LCS. Click “Click here to connect to LifeCycle Services”. Authiorization is done in another tab.

    Close the new tab and click OK on the previous tab.

    Select your LCS project

    You will need to have a user in LCS that uses the same Azure AD credentials as the one you are logged into D365FO with.
    END EDIT

  6. To look at the reports in the repository, select it and click Open. You will see the reports stored in the LCS repository.

     

     

     

    7. You are also able to see them directly in LCS, in the Asset Library. If you are working as a consultant this report can then be saved to your personal Asset Library and shared with your colleagues

    8. To give your organization access to your custom report, go to the Shared Asset Library, select it and click Publish

     

     

2 thoughts on “Configuring a LCS Repository for Electronic Reporting in Dynamics 365 for Finance and Operations”

  1. How can I set up the LCS project so that I have it to choose from when creating the repository?

    1. Hi John…

      Great question… I apparently missed that part 🙂 Please have a look at the edit in the post and verify that you have the correct settings in the Help section and that you are logged in with the correct user.

      Good Luck

      Johan

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