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!

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...