Display SSRS Report in CRM Dashboard with Paging and Hyperlink
- Open Visual Studio create a report project and add new report
- Go to Data Source provide Embedded Connection Type : and Credentials as below(If it is online CRM connection
type can be different).
- Create a Query and add it in Data Set
- Create a table and add columns to the table as below
- Watch this video help to create paging in report
- https://www.youtube.com/watch?v=gvGvfKxy1r0
- Right click on the report column "Company Name" select properties -> Select Action -> Go to Report
- Click on expression button and Add this Expression " =First(Fields!orgUrl.Value, "GetOrgUrl")+"/CRMReports/viewer/drillopen.aspx?ID={" & CType(Fields!companyId.Value, GUID).ToString &"}&LogicalName=account" "(In this expression i created one more Data Set to get organisation URL from configuration Record).
- Add Report in CRM
- Create a html Webresouce in CRM
- <html>
- <head>
- <meta>
- <style type="text/css">
- P {
- margin: 0;
- }
- </style>
- <script src="ClientGlobalContext.js.aspx" type="text/javascript"></script>
- <script type="text/javascript">
- function SetFrame() {
- var clientUrl = Xrm.Page.context.getClientUrl(), iframe = document.getElementById("iframe_id"), url;
- if (iframe != null && iframe != undefined && clientUrl != null && clientUrl != undefined)
- {
- iframe.src = clientUrl + '/crmreports/viewer/viewer.aspx?action=run&helpID=testReport.rdl&id=%7b6762B8A6-A3B1-E811-8433-005056AFB501%7d';
- }
- }
- </script>
- </head>
- <body style="word-wrap: break-word;" onload="SetFrame();">
- <iframe src="about:blank" height="400" width="480" id="iframe_id"></iframe>
- </body>
- </html>
- Open the dashboard add HTML web resource.
- Click on Company Name(Karvy Data Management) link it will open Account record.
Comments
Post a Comment