Wednesday 26 June 2013

How to add a link to the CRM record from a report

How to add a link to the CRM record from a report

1. Create the table with the data in
2. Select the box you wish to add the link to, right click and choose text box properties
3. Go to Action and select Go To URL
4. Click on the fx icon and type in the following


=Parameters!CRM_URL.Value & "?ID=" & Fields!accountid.Value.ToString & "&LogicalName=account"

5. The example above works for Accounts, just change the Field or Logicalname to your desired entity
6. Create a report parameter called CRM_URL, don't set any values.


The CRM_URL will be completed by CRM online when you run the report.

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