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Oftentimes when a report is pulled in Microsoft Dynamics 365, there will be certain search criteria. When based on the 1st value selection, the 2nd option list should populate in the report parameters. In order to get those precise values, you need to use cascading parameters for reports in Dynamics 365. In today’s blog, we will show you how to do just this. Let’ get started!

Cascading Parameters for Reports in Dynamics 365

Prerequisite: Create a report in Visual Studio BIDS (sample.rdl), in the example the report to display the orders for given year and given month. The sample report should show Months, only when Year is selected.

When to use: Dependent Parameters should be enabled after selecting the first parameter.

In our example today, we want to enable the Year and Month parameters.

Visual Studio BID>new report (rdl) file>report designer.


In the Select field, choose Year and month from the drop-down menu.


Now, we can select the appropriate Year and Month fields from a list of drop down options.


Next, enable the default value of the parameter and specify a value for which the parameter should be enabled.


That’s all it takes to set up a simple cascading parameter. Make sure to stop by our CRM for Dynamics 365 blog daily, for even more fun tips and tricks like this one!

Happy Dynamics 365’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.