How to use – Lookup, LookupSet and Multilookup function in SSRS (Dynamics 365)


Using the Lookup, LookupSet and Multilookup functions we can basically combine values from 2 different data set.

The definition of them are

Lookup/LookupSet/Multilookup(source_expression, destination_expression, result_expression, dataset)

source expression – the field from the source data set (for e.g. primary key)

destination expression – the field to be matched from the destination dataset (sort of foreign key)

result expression – the field whose value has to be returned from the destination dataset

dataset – destination dataset name.

For e.g. we have custom entity Team and Team Members (1 à n)

We have following two DataSet one for Team and one for Team Members.

  1. DSTeam

  1. DSPlayer

The sample report has the Tablix which is bound to DSTeam and has two columns one which is bound new_name field of DSTeam dataset and the second column which gets the player name from DSPlayer dataset.

Output:

Lookup function picks the “first matching value” from the second dataset DSPlayer.

To get all the matching we need to use the LookupSet function (along with Join)

Output:

To understand Multilookup, let us create one more entity Tournament that will have a text attribute which stores comma separated team name.

Let us create one more dataset DSTournament and bound it to a new table. Which have one column which lists the Tournament name and the other column that does the multilookup to DSPlayer to get the player name.

It brings the first matching value, by searching (doing lookup) on multiple value i.e. India and South Africa

Hope it helps..

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ID3242: The security token could not be authenticated or authorized error in Report Designer (Dynamics 365, CRM 2016 Online)


While working on Report we suddenly started getting the below error

The strange thing was that the other reports that were using the same data source in the same Report Project were working properly.

Find few posts

http://www.dynamicscrmpros.com/solve-error-id3242-security-token-not-authenticated-authorized-connecting-scribe-microsoft-dynamics-crm/

https://social.msdn.microsoft.com/Forums/en-US/ff35a32e-06bc-4c8c-a77f-793fd3cfefb6/id3242-the-security-token-could-not-be-authenticated-or-authorized?forum=crmdevelopment

but none applied here.

Tried creating a new data source, entered credentials repeatedly but nothing worked, eventually restarted the SQL Server Data Tools (IDE) and it fixed the issue.

Hope it helps..

Error while loading code module ‘Microsoft.Crm.Reporting.RdlHelper’. Could not load file or assembly error in report in Dynamics 365


While trying to preview an existing report in SQL Server Data Tools for Visual Studio 2012 got the below error

To fix it,

Go to Report à Report Properties à References Tab and browse to the correct version of the assembly in the BidExtensions folder

Hope it helps..

Fixed – Error installing Report Authoring Extension – “Setup cannot continue because there is a pending restart required. Restart the computer and then try running Setup again” in Dynamics 365


While installing Report Authoring Extension got the above error.

Deleting the following Registry Key fixed the issue

  • HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion\RunOnce.
  • HKEY_CURRENT_USER\Software\Microsoft\Windwos\CurrentVersion\RunOnce


Hope it helps..


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Unsupported filtering of subgrids in Dynamics 365 (CRM 2016)


Hi,

In one of the projects which was recently upgraded to CRM 2016 Online Update 1, legacy form rendering was being used. So, we were analyzing how the new form rendering will affect the existing JavaScript.

One of the unsupported JavaScript that was being used was for sub-grid filtering.

The interesting thing was that it works in CRM 2016 Online Update 1 for legacy form rendering but fails in case of new form rendering (turbo form).

For turbo forms, we get the following objects as null

I couldn’t find any workaround of implementing the same in case of turbo forms. The only possible solution that I could think of is either using Quick View Form with Subgrid control inside it or through a html web resource.

Hope it helps..

List of solution components that can be deactivated in Dynamics 365 (or CRM 2016)


Recently while working on one of the requirements, I had to prepare list of solution components that can be deactivated.

Below is the table that I had prepared for quick reference

Solution Component Can be deactivated?
Form Yes
View Yes
Business Rule Yes
Process Yes
Connection Role Yes
Routing Rule Set Yes
Record Creation and Update Rule Yes
SLA Yes
Entity No
Chart No
Field No
Key No
Relationship No
Option Set No
Application Ribbon No
Site Map No
Web Resource No
Dashboard No
Report No
Templates No
Security Roles No
Field Security Profile No

Hope it helps..