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CRM Pre-filtering is a unique feature provided by Microsoft Dynamics CRM to enable reports to be context sensitive and present the report with the Advanced Find functionality. This will greatly enhance a report.

development

To make use of it the CRMAF_ alias prefix is simply appending to the query. So instead of:

Select name from FilteredAccount

Change the query to:

Select name from FilteredAccount as CRMAF_Account

While creating the report this capability will not become apparent until posted as a report through the report manager. Using the steps below we will walk through the steps

Follow these steps to complete:

Step 1:

Create a new report, select new table wizard

Create the data source

For the DataSet paste in this query

SELECT

customeridname, name, owneridname, estimatedclosedate, estimatedvalue, opportunityratingcodename, closeprobability, statecodename

FROM

FilteredOpportunity

Note: we are not using the CRMAF_ filter yet

It it not necessary at this time to enhance or make costeic change to the report, we are merely exploring this function.

Step 2:

Save the report as: ‘OppsByOwner_noFilter’

Post the report into CRM as new report.

Run the new report and it will immediately render.

Step 3:

Return to the report and open the dataset. Modify the query and append the alias:

AS CRMAF_FilteredOpportunity

Your query should now look like this:

SELECT

customeridname, name, owneridname, estimatedclosedate, estimatedvalue, opportunityratingcodename, closeprobability, statecodename

FROM

FilteredOpportunity AS CRMAF_FilteredOpportunity

Save the report with a ‘Save As’ and name it: ‘OppsByOwner_withFilter’

Pre-Filtering for CRM Reporting

Post as a new report in CRM

Pre-Filtering for CRM Reporting

Run the report.

This time you will be prompted with the default Advanced Find screen!

Simply run the report or add your own criteria

Pre-Filtering for CRM Reporting

Step 4:

Next we will set a default filter.

Select the report and click ‘Edit Default Filter’

Pre-Filtering for CRM Reporting

Set as desired. In our example we will pre-set to ‘Open’

Pre-Filtering for CRM Reporting

Click to ‘Save Default Filter’

Run the report to test.

When running you will now see the ‘Edit Filter’ option. This returns the user to the pre-filter screen to modify their query

Pre-Filtering for CRM Reporting

Summary

The pre-filtering option is unique to CRM reports and allows to expand the user experience and reduce time spent report building by empowering the end-user to add their own parameters and filters as their requirements dictate.

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.