Add report navigation

  • Article

 

Applies To: Dynamics CRM 2015

Report navigation enables a dynamic and interactive reporting experience. By using various types of actions, reports let the user navigate to detailed reports, Microsoft Dynamics CRM records, or other websites.

Note

For more information about report navigation, see Drillthrough, Drilldown, Subreports, and Nested Data Regions (Report Builder and SSRS)rts in the Microsoft SQL Server documentation. This topic describes report navigation that is specific to Microsoft Dynamics CRM reports.

Dynamic drill through to Microsoft Dynamics CRM

You can drill through a report to navigate to a Microsoft Dynamics CRM web form. A drill-through report is implemented in the following steps:

  1. An image or value item (such as a text box) is added to a report. The Value property of this item contains code that builds a URL by using the base address of Microsoft Dynamics CRM plus parameters that refer to a specific record.

  2. When the user selects the report item, a new browser window is opened by using the constructed URL passed as the target web address.

  3. Microsoft Dynamics CRM loads the information for the specified entity into a web form that is displayed in the browser window.

To set up a drill-through report in Microsoft Dynamics CRM

  1. Create a hidden parameter of type string in the report that has the name CRM_URL. For more information about adding parameters, see Use parameters in reports. When the report is run, this parameter is automatically set to the web address of Microsoft Dynamics CRM.

  2. Add a report item, such as a Textbox.

  3. Right-click the drill-through report item and select Properties from the shortcut menu.

  4. Select Advanced.

  5. In the Navigation tab, select Jump to URL and enter an expression in the following format:

    = Parameters!CRM_URL.Value & "?ID={"& GUID &"}&LogicalName=entity logical name"

    The entity GUID and entity logical name have to be added to the URL to be able to drill through. For example:

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

  6. Choose OK.

In this example code, the value of a dataset field that contains the GUID of an Opportunity object is converted to a string and used as an ID parameter in the URL. A parameter that contains the LogicalName value for an opportunity entity is also appended.

The GUID of a record can be obtained from the appropriate filtered view, for example, FilteredOpportunity.

See Also

Report writing with CRM 2015 for online and on-premises
Categorize and display reports in different languages

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