To configure it –
Go to CRM Admin – Manage your Solutions and Install “Insights for Microsoft Dynamics CRM Online”
Once installed it will add a Web Resource to the forms for Lead, Contact, Account and Opportunity entity.
Click on Insights Organizational Settings in Insights Pane.
Configure the field mapping which can be used to update the CRM records.
Once done with Organization Settings, on opening an Account Record for e.g. Microsoft
Clicking on Show Firmographics brings company details.
Sync or Update allows to update the CRM record.
Edit button lets to select the correct contact\account etc. if incorrect
Flag can be used to report any incorrect information
Clicking on Insights or any other options opens up a new page.
Selecting a contact, gives an option to add the selected contact as either contact or lead inside CRM.
In next blog posts, would try covering all the other aspects \ features of Insights solution.
Hope it helps..
We were showing a custom SSRS report inside an iframe in one of our CRM 2011 Dashboards. We wanted to hide the Tool Bar from the report.
To achieve that we need to pass the &rc:Toolbar=false parameter to our report’s URL, which we set for the IFrame.
This hides the tool bar.
Now in one of our other SSRS reports, we were doing filtering based on a report parameter. So we wanted to show only the Parameter toolbar to appear and hide the other toolbar that shows Export, Zoom, Print etc. option.
To do so we first figured out the CSS class being used for it,
this turned out to be ToolBarButtonsCell
Now what we did next was to create a simple CSS file with the following content to hide the tool bar
And placed that file at the following location of the server
C:\Program Files\Microsoft SQL Server\MSRS10.MSSQLSERVER\Reporting Services\ReportServer\Styles
Now next we had to use the rc:stylesheet parameter for our report’s URL and pass the name of the above CSS file just created ( for e.g. hideToolBar.css)
So our new URL was like this
After applying the new style sheet parameter to the report’s URL
Check out the following link
http://msdn.microsoft.com/en-us/library/ms152835.aspx (URL Access Parameter Reference)
Hope it helps.
In one of our reports we were using List Control to show information related to Account(Business) and its related Task and Appointments. The information was being shown in three different Tablix respectively and if there were no Task and Appointments then we were hiding the Account (Business) Tablix and Rectangle by setting their Hidden Property.
Fig. Three Tablix inside the List Control.
However after running the report we realized that Rectangles although were hiding properly but were still consuming the white space. Because of this we had blank white spaces in our report.
So to display the reports properly we had to set the Hidden Property of the Row also.
Select the Row and Right click it.
Select Row Visibility and set its property using the same expression used for Rectangle’s Visiblity property.
After making this change report started showing up properly.
The helpful thread
Hope it helps.
In one of our SSRS Report we had 2 Report Parameters, one for “From Date” and other for “To Date”.
On selecting values for them through calendar control, the value was being displayed in the proper format (mm/dd/yyyy). However the value being passed to the query was in the format (dd-mm-yyyy), because of which we were getting “The date/time format is not valid” error.
The following was the regional setting in the server.
We changed it to English (United States)
We tried running the report, but we again got the same issue.
Next we tried by changing the Language Settings of Internet Explorer.
This also didn’t solve the issue.
Finally thought of restarting the server, in case if the settings might not have got reflected properly.
After restarting the system, again tried running the report and it ran successfully J
Hope it helps.
Suppose we have simple master (Person) and detail (Favorite
Actor and Favorite
Movie) tables in our database .
To write a report that doesn’t make use of sub reports we need to have a single dataset as shown below
Create a new report project and drag the List control for Master table and two Tablix inside List for the detail records.
Select the list and set Group Properties for the Row Groups as shown below.
Select the row for the first tablix that shows Favorite Actor information, right click it and specify group properties as FAID (i.e. primary key for that table)
Do the same for the other tablix (Movie table).
Run the report, it will show the following output
To hide the tablix if there is no data, set its Hidden Property using the following expression
For tablix 1 à
For tablix 2 à
The DataSet query
select P.Id, P.FirstName, P.LastName,fa.Id as FAID,fa.firstname,fa.lastname, fm.Id as FMID,fm.Movie from Person P
left outer join FavoriteActor as FA on P.Id = FA.PersonId
left outer join FavoriteMovie as FM on P.Id = FM.PersonId
Hope it helps
Found these helpful articles while looking for improving the performance of one of our reports.
Also check this video from Channel 9