move/access cleint deatils SSRS report in CRM client level

• Learner44

  SSCarpal Tunnel

  Points: 4466

  More actions

  April 14, 2016 at 10:12 am

  #318110

  I am currently working on SSRS and CRM Prem. connectivity.

  I have SSRS report which show detail information for specific client where I am passing GUID as ClientId to fetch all values in report. Right now I am passing this GUID as default value into Client ID Paramater field to get values.

  In SSRS this reports was running with shared datasource, I changed it into embedded source before uploading into CRM, so that they work.

  I deployed/Published this report to Dynamics CRM Prem. via following steps.

  From my solution in CRM, I went to reports

  Selected new report, selected existing file option

  Located ClientDetail.rdl and uploded and then clicked on Save and Close button.

  Now, reports runs from CRM with that hard coded GUID.

  But my requirement is when I go into each client profile into CRM , there is link for in-built report within CRM, we would like to run above report which I uploaded to CRM to run from "Run-Report" link in CRM where it will pass GUID of that particular client to that reports and will fetch all other details.

  if You think that this is too complicated, than let me redefine my requirement, All i need is to run SSRS report which requires GUID as paramater from CRM when I am in CRM->Client Profile page, I want to have link here when we click on this link it should call for that SSRS reports and same time it should automatically pass GUID parameter to SSRS report and then display the result.

  Hope this helps you to help me out 🙂