Category: CRM 2011

Microsoft Dynamics CRM 2013 includes reports that provide useful business information to the user. These reports are based on Microsoft SQL Server Reporting Services, and provide the same set of features that are available for the Microsoft SQL Server Reporting Services reports. The report definition (data and layout) of Microsoft Dynamics CRM reports are contained in an .rdl file, and the contents of the .rdl file conform to the Microsoft SQL Server Report Definition Language Specification.

1. System Reports (Out-of-box Reports):

Dynamics CRM 2013 comes with 25 out-of-box reports for viewing your business data. The following table shows a list of available reports and what data they get when you run.

A FetchXML query in Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update can use special fiscal date values in queries. For example, a FetchXML query can find all orders fulfilled in the last fiscal month.

Note

The FetchXML query uses the organization’s fiscal year settings for all fiscal date queries.

Using FetchXML fiscal date conditional operators

The following example shows a FetchXML expression that finds all orders fulfilled in the last fiscal period, according to the organization’s fiscal year settings. For example, if the organization uses fiscal months, the query returns orders fulfilled in the last fiscal month. If the organization uses fiscal quarters, the query returns orders fulfilled in the last fiscal quarter. If the organization uses fiscal semesters, orders fulfilled in the last fiscal semester are returned.

XML

<fetch> <entity name="order">  <attribute name="name"/>  <filter type="and">   <condition attribute="datefulfilled"              operator="last-fiscal-period"/>  </filter> </entity></fetch>

The following example shows a…

Looking at the title of the topic, you must be wondering what’s new in here. I think many of us by this time already know that we can clone one record of an entity to create another record easily using the Xrm.Utility.openEntityForm method. For e.g suppose we have an account record and we have a functionality provided to clone the account record. The cloned record would contain the same values and the parent record.

To do this in CRM, all you need to do is the following.

Now comes the big question. Although its pretty simple to copy field values from one record to another using the above method, imagine of a situation where there are lot of fields on the form to clone. Even for that matter there can be situations where the field is not even in the form of the parent record but you would still need…