In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Sometimes the out-of-the-box lookup field in CRM 2011 does not have the advanced query capability that a user needs to find a record. The query may go beyond a basic filter, or it may even include data from an external application. In this case you may need to create a custom SSRS report to find the necessary record(s) to present to the user.
Consider these complex requirements:
Using SQL Reporting Services, it's possible to run these types of advanced queries, present the results to the user, and allow them to select the option and bring it into the CRM form. This same method can be used to bring the value of a field, such as a text description, from another CRM record or external database into the CRM form. In either case, the user may run the report from the Reports menu on the record, or the report may be displayed in an iFrame on the record.
How to Update a CRM Record from SSRS Report
To demonstrate how this is done, we will use the example of a Representative who is working on a Case record. An SSRS report containing relevant knowledge base (KB) articles to the Case is displayed in an iFrame on the Case. In order to successfully close the Case, the user must provide a description on the resolution, and to do this, they would like to copy the Description from the KB Article on the report. In this scenario, we simply modify the report with JavaScript to allow the user to click on the KB Article description and pop it into Case Description. Here are the steps:
This script is for running the report on the reports menu.
="javascript:window.top.opener.top.opener.Xrm.Page.getAttribute('new_test').setValue('"& Fields!description.Value.ToString() & "'); window.top.opener.top.opener.Xrm.Page.data.entity.save(); function CloseWindow(){window.open('','_self','');window.close();} CloseWindow();"
This script is for running the report from an iFrame.
="javascript:window.top.opener.parent.parent.Xrm.Page.getAttribute('new_test').setValue('"& Fields!description.Value.ToString() & "'); window.top.opener.top.parent.parent.Xrm.Page.data.entity.save(); function CloseWindow(){window.open('','_self','');window.close();} CloseWindow();"
There you go! Now you have a really cool XRM solution based on Microsoft Dynamics CRM that includes Advanced Querying.
Happy CRM'ing!
Hi Joe, I'm trying to run Microsoft Dynamics CRM on my Mac and the only way I can do it is via virtual machine. Is there a way to get around that to run it natively via Safari, Firefox, Chrome? We don't like running it on Windows...Help 🙂
Hi Kris - UR 12 will allow CRM to run on a mac. This is currently being rolled out in crm online. Most of our clients now have this udpate in crm online. For on premises this will be availble in just a few days.
https://powerobjects.com/blog/2013/01/16/preparing-december-2012-service-update/