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Customer experience | Sales, Customer Insights,...
Answered

How do you pass Dynamics values to a report via a URL?

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Posted on by 6
I have a number of PowerBI Paginated reports and I need to pass a query parameter in the URL in order to have them pull the appropriate quotes and data. 
I can create a "Link to WebPage" report type, but I can't figure out how to include a parameter/variable/dynamic value in the URL string. Everything just gets passed as literal text. 
 
For example, I'd like to be able to pass the quote number when I trigger the report from the Quote screen. 
 
Any suggestions or direction would be greatly appreciated. 
 
 
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  • Verified answer
    Muhammad Shahzad Shafique Profile Picture
    2,373 Most Valuable Professional on at
    To pass dynamic values like the Quote Number from Dynamics 365 into a Power BI Paginated Report URL, you need to use JavaScript (Custom Button or Ribbon Workbench) or a Custom Web Resource.
    Here’s a precise solution:
    1. Build the Paginated Report URL with Parameters
      Example:
     
    https://app.powerbi.com/groups/{workspace-id}/rdlReports/{report-id}?rs:Embed=true&quoteNumber=<<QUOTE_NUMBER>>
    
    2. Create a Custom Button (e.g., on Quote form) using Ribbon Workbench, and call a JavaScript function.
    3. JavaScript Function Example:
    function openPaginatedReport(primaryControl) {
        var quoteNumber = primaryControl.getAttribute("quotenumber").getValue();
        var url = "https://app.powerbi.com/groups/YOUR_WORKSPACE_ID/rdlReports/YOUR_REPORT_ID?rs:Embed=true&quoteNumber=" + encodeURIComponent(quoteNumber);
        window.open(url, "_blank");
    }
    
    4. Pass the Parameter in Report Builder
    In your Paginated Report, create a parameter named quoteNumber and filter your dataset using it.
    Note: “Link to Web Page” report types don’t support dynamic CRM field injection — use JavaScript or PCF for dynamic behavior.


     

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