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Hi,
I have a FetchXML based SSRS report. Which is supposed to show activities at account level.
My client requirement is to execute this report on an open account record by selecting the report from the ribbon. I have tried to parametrise the report but no luck. Highlighted red below.
How do I pass the open/selected record ID to the report so it executes in the context of that record?
<?xml version="1.0"?>
<fetch distinct="true" mapping="logical" enableprefiltering="true" output-format="xml-platform" version="1.0">
<entity name="activitypointer">
<attribute name="activitytypecode"/>
<attribute name="subject"/>
<attribute name="statecode"/>
<attribute name="prioritycode"/>
<attribute name="modifiedon"/>
<attribute name="activityid"/>
<attribute name="scheduledstart" />
<attribute name="scheduledend" />
<order descending="true" attribute="modifiedon"/>
<link-entity name="activityparty" alias="aq" link-type="inner" to="activityid" from="activityid">
<filter type="and">
<condition attribute="participationtypemask" operator="in">
<value>1</value>
<value>2</value>
<value>3</value>
<value>4</value>
<value>5</value>
<value>6</value>
<value>7</value>
<value>8</value>
<value>9</value>
<value>11</value>
</condition>
</filter>
<link-entity name="contact" alias="con" link-type="inner" to="partyid" from="contactid">
<attribute name="fullname"/>
<attribute name="parentcustomerid"/>
<attribute name="jobtitle"/>
<link-entity name="account" alias="acc" link-type="inner" to="parentcustomerid" from="accountid">
<attribute name="name"/>
<filter type="and">
<filter type="or">
<condition attribute="accountid" operator="eq" value="@CRMID"/>
<condition attribute="parentaccountid" operator="eq" value="@CRMID"/>
</filter>
</filter>
</link-entity>
</link-entity>
</link-entity>
</entity>
</fetch>
Run report on the opened record
When Executing, the following appear so instead of straight run the report in the context of opened record it is still asking for record ID.
Thanks
Hi Partner,
Maybe you can refer following links:
Custom Report Run on Current Record CRM Online - Microsoft Dynamics CRM Forum Community Forum
How to create a SSRS Report for one or more selected records – Dayman Dynamics
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