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Related Posts
Blog Post:
CRM custom reports – Issues with pre-filtering and non-searchable primary key for an entity.
Alex Fagundes - PowerObjects
We're gonna get a bit technical today. In Microsoft Dynamics CRM , one of the reasons for turning on pre-filtering for custom reporting is to associate the report with the open form (record) so that it picks up the unique identifier of the opened record and passes it to the report. So, when the...
on
23 Jan 2012
Blog Post:
Microsoft Dynamics CRM Report Drill-thru action to CRM Record
Alex Fagundes - PowerObjects
A cool capability of Microsoft Dynamics CRM reporting is to add an action to open a CRM record from a report. Not only is this cool from a CRM Superhero perspective but can save you time and mouse clicks. In this example report is a list report for a custom entity. I have a custom relationship to Accounts...
on
1 Dec 2011