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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / SSRS report in CRM to ...
Microsoft Dynamics CRM (Archived)

SSRS report in CRM to check business day a holiday or not

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Posted on by thomas.s 122

Hi,

i would like to get suggestions on how to use existing functionalities to check a day business day or not in dynamics CRM reports?

Thanks

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  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at
    RE: SSRS report in CRM to check business day a holiday or not

    You can get holiday details from business closure.

    Check query Select * from filteredbusinessclosure

  • Suggested answer
    Kalpavruksh D365 CoE Profile Picture
    Kalpavruksh D365 CoE 2,545 on at
    RE: SSRS report in CRM to check business day a holiday or not

    Hi Thomas,

    There are two ways to achieve it:

    1. Custom setup: create one master which will have a list of Business Closures which can be pulled in the report for further calculations

    2. System setup: use existing Business Closures in the report calculations.

    Please refer to the below blog for more details:

    community.dynamics.com/.../dynamics-crm-how-to-get-business-closure-dates-in-plugin

    If found useful, please mark this answer as a verified answer.

  • thomas.s Profile Picture
    thomas.s 122 on at
    RE: SSRS report in CRM to check business day a holiday or not

    Thanks for the reply. Do you think we can use Business Closure in CRM for this purpose ?

  • Jarrod Williams Profile Picture
    Jarrod Williams 1,747 on at
    RE: SSRS report in CRM to check business day a holiday or not

    If you are OnPrem, then you can query everything and use a SQL based query.  I would probably just hard code the dates in and then just know I had to update the few that move each year and know you need to update the report in January each year.  Otherwise there is a vacation days within CRM but i'm not sure it is something that all users are going to have access to normally so you might not get a reliable result unless you build them into the report itself.  

  • thomas.s Profile Picture
    thomas.s 122 on at
    RE: SSRS report in CRM to check business day a holiday or not

    Thanks for looking into it.  Its On prem.  Which option is preferable, i can update business closure in CRM and query it.

    Startdate and enddate is the input parameters to that report and looking into exclude holidays from further calculations in the report.

  • Jarrod Williams Profile Picture
    Jarrod Williams 1,747 on at
    RE: SSRS report in CRM to check business day a holiday or not

    Online or On Prem?

    Are the Holidays input within CRM or in some sort of definition within the report that is updated, where are we pulling them from?

    Does the report need to be dynamic for multiple holiday sets?

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