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New in D365FO. Please help. I have tried a lot but not able to do this. Want a simple Drill Down ( Not Drill through )
Custgroup will be appeared in screen. Then clicking on Cust Group Customer account code and name will appear as a drill down.
Hope somebody will be able to help me.
Hi,
Please go through the old thread for Drill Down:
community.dynamics.com/.../is-it-possible-to-make-drill-down-and-drill-through-report-in-d365fo
https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/how-to-add-drill-down-and-drill-up-actions
regards
You can setup financial reports with the customer and other financial information to achieve this.
Have you tried that financial report design already?
Best regards,
Ludwig
Hi
Thanks for your early reply
What I have tried mentioned below
1. One query has been created for CustGroup with CustTable
2. In the report I have used this query
3. My objective is to get a simple output
Customer Group 10
Customer Group 20
Now if I click on Group 10
Group 10 C/000001 Harris
Group 10 C/000002 Edwards
Like this. I have searched all the links shared here but did not find out any actual example or guide. On Microsoft docs it's only referring Applicable to 2012 R2
Not in D365FO
Hi Judi
Thanks. Searched all the links already including your 2nd link. That is specific to 2012 and many of the features not available in D365FO. Please see my post if you can further help. I want to use a query including custgroup & custtable to get the group wise customer on clicking on group
Can you specify what kind of report you want to create?
A BI report in PowerBI, a financial report in the financial reporter, a SSRS report in D365FO or another kind of report?
Many thanks,
Hi Guys
Resolved the Issue. I was trying Auto design instead of precision design.
It's worked
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