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If you have tried Tip # 43: Embed a pre-filtered report in an iframe lately, you may have found the results were not quite as advertised, at least in Internet Explorer. This is because shortly after that post was published, an update to the CRM report viewer control for Internet Explorer broke the ability for reports […]
Tip #120: Use the filtered views
When you are writing reports for Microsoft Dynamics CRM, a common temptation is to use the base tables or non filtered views. it can be tempting to do this to make your report run faster. Before going this route, please consider what you are giving up: You have to grant the CRM service account a […]
Tip #60: Remove Decimals From Charts
In Microsoft Dynamics CRM 2011 or 2013, when you have a chart summarizing a decimal or currency field, by default your chart values will contain decimals. What if you want to round to whole numbers? To do this, you will need to export the chart XML. For a system chart, navigate to your solution to […]
Tip #53: Prepare your SSRS reports for CRM Online
If your SSRS report works fine in BIDS and on-premises instances but fails to upload with very unhelpful message: An error occurred while trying to add the report to Microsoft Dynamics CRM. Try adding the report again. If this problem persists, contact your system administrator. then do the simple “1-2-3” test: Ensure that your report […]
Tip #44: Reflecting current user in CRM SSRS reports
It is a best practice to reflect the user running the report in an SSRS report and when the report was run in the report footer. This gives you a snapshot of who ran the report, and if there are any questions about the validity of the data reflected in the report, can be very helpful […]
Tip #43: Embed a pre-filtered report in an iFrame
One of the benefits of the Microsoft Dynamics CRM SSRS pre-filtering capabilities is that you can run a report in context of a record, such as an account, so when you run the report, it just shows data related to that record. Reports can also be embedded in forms with iFrames, and prefiltering is very […]
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