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Microsoft Dynamics CRM (Archived)

Parameter as a Lookup in SSRS

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Posted on by

Hi guys, 

Another day, another report. We host events and I'm looking to create a guest-list report to list pertinent information about attendees to the event. I was hoping to either:

  • Have a Parameter that worked as a lookup, as it does when filtering within CRM -  search for the event.  I've got a Parameter @eventlookup
    • select * from eventtable, where (event_name = @eventlookup)
    • This appears to be text or integer, I'm not sure if these is even possible?
  • On the event form, there is a button for Run Report, could I set the report to run only against the event that this is initiated from?

I'm using SSRS in visual studio 2012, connecting to an on-prem 2015 dynamics.

As always, your help is greatly appreciated!

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  • Verified answer
    Preeti Sharma Profile Picture
    2,678 on at

    Hi,

    Have a Parameter that worked as a lookup, as it does when filtering within CRM -  search for the event.  I've got a Parameter @eventlookup

    • select * from eventtable, where (event_name = @eventlookup)

             This appears to be text or integer, I'm not sure if these is even possible?

    You can set available values of parameter as name of record if you want to compare names of events.

    • On the event form, there is a button for Run Report, could I set the report to run only against the event that this is initiated from?

    You can enable prefiltering to run report on selected record only.

    Below link can help you:

    community.dynamics.com/.../know-how-d365-ssrs-report-prefiltering-fetchxml-sql

    Hope this helps:)

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