Wednesday, 7 March 2012

How to create a drill through Link from a SSRS Report in CRM 2011 Online

How to create a drill through Link from a SSRS Report in CRM 2011 Online

Steps:

1.    Create a Report Parameter called CRM_URL, Make it hidden and with a default value of https://YOURCRMORGANISATION.crm4.dynamics.com/main.aspx?

2.    View the Text Box Properties of the cell you wish to add the link to, go to the Action tab, then select Go To Url, then expression and add in

=Parameters!CRM_URL.Value & "?ID={" &
Fields!customeridValue.Value.ToString() &"}&OTC=2"

          Replace customerid with your value, keep the Value part as this is the GUID of the record.

OTC = 2 is contact, so change this to 1 for account, 3 for opportunity. To find the other OTC codes go to the entity in question, open a record and in the URL you will see etc=3, this number is the OTC (Object Type Code).

3.  Save and Publish the report into CRM

Enjoy!

1 comment:

ADFS Timeout on Server 2012 for CRM 2011

This follows on from this Microsoft Guide http://social.technet.microsoft.com/wiki/contents/articles/7681.setting-the-adfs-timeout-for-crm...