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Microsoft Dynamics CRM (Archived)

How to open CRM Forms from SSRS Custom Reports Dynamics 365

Posted on by Microsoft Employee

Hi,

Is there an option to allows to open a crm URL.  Ie click on the Case ticketnumber and Invoice Invoicenumber on Dynamics 365?

also what is the Microsoft.Crm.Reporting.RdlHelper, Version for SSRS using Dynamics 365 on-premise

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  • Suggested answer
    Pawar Pravin  Profile Picture
    Pawar Pravin 5,227 on at
    RE: How to open CRM Forms from SSRS Custom Reports Dynamics 365

    Hi ,

    You can use below syntax to open CRM from ssrs report:

    =Parameters!CRM_URL.Value & "?ID={"&Fields!FieldName.Value.ToString()&"}&LogicalName=entitySchemaName

    Please refer below url for more details:

    pravinpawarweb.wordpress.com/.../

  • Suggested answer
    RE: How to open CRM Forms from SSRS Custom Reports Dynamics 365

    Refer the below article (Step By Step Guide) for learning SSRS Report in Dynamics 365 CRM :

    www.crmcrate.com/.../

  • RE: How to open CRM Forms from SSRS Custom Reports Dynamics 365

    Follow the below article for learning SSRS Report in Dynamics 365 CRM : 

    www.crmcrate.com/.../

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: How to open CRM Forms from SSRS Custom Reports Dynamics 365

    Hi,

    Yes, it is possible. Please refer the links below.

    community.dynamics.com/.../ssrs-reporting-how-to-create-url-to-open-crm-forms

    www.powerobjects.com/.../microsoft-dynamics-crm-report-drill-thru-action-to-crm-record

  • Suggested answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,210 on at
    RE: How to open CRM Forms from SSRS Custom Reports Dynamics 365

    Hi

    Please refer the below URL

    www.youtube.com/watch

    samantasayantan.wordpress.com/.../crm-2011-open-a-record-from-custom-ssrs-reports

  • Suggested answer
    tpeschat Profile Picture
    tpeschat 4,926 on at
    RE: How to open CRM Forms from SSRS Custom Reports Dynamics 365

    Hi,

    yes you can add a go to url action in the report, like explained in the following article:

    www.google.at/.../amp

    It works fine for entities, where you are only using one main form.

    In case you have more then one main form, you would also need to define the form to be opened as a parameter. In that case it is the easiest to send a link via mail for one of these records and then rebuilt this link in the go to url action formula in the report (based on the sample in the link)

    Hth Thomas

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