Using CRM_URL Report Parameter

Hi,

Just posting a very simple example on how to use the CRM_URL report parameter for drill down.

Create a new report, create a new dataset pointing to ORG_MSCRM database and add the following query string

select opportunityid,name from filteredopportunity.

Add a hidden report parameter named CRM_URL to the report.

Add table to report layout.

g1

Right click the Opportunity ID text field, select Properties, Go to Navigation tab, select Jump to URL

g2

Put the following value over there

= Parameters!CRM_URL.Value
& "?ID={"&Fields!Opportunityid.Value.ToString()&"}&OTC=3"

i.e.

= Parameters!CRM_URL.Value & "?ID={"& GUID &"}&OTC=otc"
or
better use LogicalName parameter instead of OTC as OTC code might we change when we import it to
some other organization.

=Parameters!CRM_URL.Value & "?ID={"&Fields!guidFieldName.Value.ToString()&"}&LogicalName=entitySchemaName"

Upload the report in CRM and run it.

The value for CRM_URL would be filled by CRM.

CRM_URL would have the following value passed to it from CRM

http://servername:%5BPort%5D/orgname/CRMReports/viewer/drillopen.aspx

Clicking on Opportunity ID value would take us to the actual record within CRM.

g3

Bye…


Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

2 thoughts on “Using CRM_URL Report Parameter”

  1. Hi Nishant,

    Fine your method is good as per many links on net its proves that this works…
    But can you help me how does jump to url thing comes up…i have been using report for a while…but can find any of the this.
    Also i am using VS 2008 and MS Sql Server 2008 R2
    Please assist as i need to accomplish a pending task.

    Thanks and Regards,
    Shivam Dixit

    Like

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