Add report navigation

 

Updated: November 28, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

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 365 records, or other websites.

System_CAPS_noteNote

For more information about report navigation, see Drillthrough, Drilldown, Subreports, and Nested Data Regions (Report Builder and SSRS) in the Microsoft SQL Server documentation. This topic describes report navigation that is specific to Microsoft Dynamics 365 reports.

You can drill through a report to navigate to a Microsoft Dynamics 365 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 365 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 365 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 365

  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 365.

  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. Click Advanced.

  5. In the Navigation tab, click 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. Click 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.

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