Category Archives: SSRS Reports

Working with Report Pre-Filtering for related entities using Fetch XML

Introduction: Pre-filtering is one of the most important and useful features of reports in Microsoft Dynamics CRM. Pre-filtering allows filtering of the report data using the Advance Find functionality and enables users to create context-sensitive reports and return more relevant data. Pre-filtering passes the set of selected record or a specific record (such as Quote)… Read More »

How to show signature accepted using Pen Control in Reports & HTML web resources – Dynamics CRM/365

Introduction In our earlier blog, we explained about how we can use newly introduced Pen control in Dynamics 365. This is an impressive feature, which helps to capture the signature on mobile and tablet devices. While working with Pen control, we came up with couple of questions, Display the drawing/signature on the report For example,… Read More »

Missing Reports from certain users in Microsoft Dynamics 365 for Sales aka Dynamics CRM

Issues: Ever been in a situation when you have deployed a report, made sure it is available for the organization and yet you have a user complaining of the missing report. Cause: You have users that use different languages as their UI language. While uploading the report, it was uploaded with a specific language set.… Read More »

Word, Excel or PDF, Now Exporting Reports in Dynamics CRM takes just One Click!

This is a part two of our Click2Export series. In Part 1 we have discussed some important features of Click2Export. Today we will see some common FAQ’s about our solution. Why Click2Export: Every business has the need for reporting. Click2Export provides you with a single click UI – Click, Create, Manage, Export Dynamics CRM Reports in… Read More »

Using LookupSet in SSRS reports to show activity parties related to an activity in Dynamics CRM

There are so many features of SSRS reports which are very less used but they can play a vital role in our report performance and productivity. One such feature of SSRS reports is LookupSet. SSRS Definition:  As per SSRS documentation a LookupSet may be defined as: Use LookupSet to retrieve a set of values from… Read More »

Converting Date/Time based on user timezone in SSRS reports for Dynamics CRM Online

Converting Date/Time values according to a timezone is quite easy in languages like javascript, C#, etc. but achieving this in SSRS reports is a challenging task. For CRM online we can achieve this using CRM parameter in SSRS reports. We have covered a work around to achieve this functionality in SSRS reports for CRM online.… Read More »

Using Indicators in SSRS Reports

It’s always a great pleasure for us to innovate and discover something which is very new but can be used at a large extent. This article is also based on a very interesting topic which can be used in SSRS reports to enhance the quality and overview of the reports and i.e. “Indicators”. Indicators are… Read More »

Show different Header/Footer on different pages of SSRS report

Sometimes, there are requirements to show different Header/ Footer on different pages of the report. Like say, on the first page, header/ footer of report should be some text and on the second page it should be some different text. Please refer below screenshots. First Page Footer Second Page Footer This can be achieved using the… Read More »

Display more than 2000 characters in SSRS report

We would like to share one of our experiences with SSRS reports. One of the reports we were building required displaying of notes that could hold more than 2000 characters.     Including a text box worked fine for most of the records but we observed that the ones that had more than 2000 characters… Read More »

Phone Formating in SSRS report

Many a times there had been requirements to format the CRM phone number in the SSRS report in following format. We tried to achieve this by creating 12 text boxes and in each textbox we applied the below logic in the expression. = IIF(Fields!telephone1.Value.toString().Length>=1, GetChar(Fields!telephone1.Value.toString(),1), “”) It works successfully when the length of phone number is equal to… Read More »

Add SRS report to CRM Form

In course of implementation of Dynamics CRM, a number of clients have asked us to display reports designed using Sql Reporting Services (SRS) within CRM as a tab or may be as a option to the Main Menu. This helps the user to quickly check reporting. I have described a simple way to achieve this… Read More »