Add a CRM report

Report navigation provides a dynamic and interactive report experience. By using various types of operations, reports allow users to navigate to detailed reports, Microsoft Dynamics CRM records, or other websites

 

Dynamic drilling to Microsoft Dynamics CRM
You can drill the report to navigate to the Microsoft Dynamics CRM web form. To implement a drilling report, follow these steps:

Add an image or value item (such as a text box) to the report ). The value attribute contains the code that uses the base address of Microsoft Dynamics CRM and parameters that reference specific records to generate URLs.

When you click a report item, a new browser window is opened using the constructed URL passed as the target web address.

Microsoft Dynamics CRM loads the specified entity information to the web form displayed in the browser window.

 

Set Drilling Reports in Microsoft Dynamics CRM
A hidden parameter with the string type and crm_url name is created in the report. For more information about adding parameters, see using parameters in reports. When the report is running, this parameter is automatically set to the web address of Microsoft Dynamics CRM.

Add Report items, for example, text box ".

Right-click the drill-down report item and select "properties" from the shortcut menu ".

Select "advanced ".

On the "navigation" tab, click to select "Jump to URL" and enter an expression in the following format:

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= Parameters! Crm_url.value &"? Id = {"& guid &"} & etc = entity code"
 

The object guid and logical name must be added to the URL for drilling. For example:

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= Parameters! Crm_url.value &"? Id = {"& fields! Opportunityid. value. tostring () & "} & etc = entity code"
 

Click OK ".

In this sample code, the value of the dataset field containing the guid of the opportunity object is converted to a string and used as the ID parameter in the URL. The parameter that contains the logicalname value of the business opportunity entity will be appended.

The GUID of the record can be obtained from the corresponding filtering view (for example, filteredopportunity. The logicalname value of each object can be obtained by viewing the object metadata topic of each object in this SDK document.

Example: