Add Report Navigation

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[Applies to: Microsoft Dynamics CRM 2011]

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 CRM records, or other Web sites.

Note

For more information about report navigation, see Adding Drillthrough Reports in the Microsoft SQL Server 2008 documentation. This documentation describes report navigation that is specific to Microsoft Dynamics CRM reports.

Dynamic Drill Through to Microsoft Dynamics CRM

You can drill through a report to navigate to a Microsoft Dynamics CRM 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 CRM plus parameters that refer to a specific record.

  2. When the user clicks the report item, a new browser window is opened by using the constructed URL passed as the target Web address.

  3. Microsoft Dynamics CRM 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 CRM

  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 CRM.

  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. Select Advanced.

  5. In the Navigation tab, click to select 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. The LogicalName value for each entity can be obtained by looking at the Entity Metadata topic for each entity in this SDK documentation.

See Also

Concepts

Create Custom Reports Using Business Intelligence Development Studio
Test and Troubleshoot Reports
Use Parameters in Reports

Microsoft Dynamics CRM 2011
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