Posts

SSRS User Story-8: Create a SSRS report on the Opportunity entity, show the source lead and campaign details.

Image
  Entities: ·          Opportunity ·          Lead ·          Campaign ·          Need to Create Run Report Button in Opportunity entity Create Campaign Record: Create Lead record: Create a lead record and choose Source campaign as above created campaign. Click on lead qualify button then lead is converted into opportunity.     Opportunity record: Note : Run report button is not available in Opportunity entity form. Need to Create Run Report Button Need to create one solution and add account entity and opportunity entity Solution creation: Adding entities into solution: Open XRM Tool box and create Button: Here copy the Run Report Button from account entity Paste the Run report button on Opportunity entity Fetch Xml for retrieving lead and campaign details from opportunity entity Fetch Xml code: < fetch version = " 1.0 " output-format = " xml-platform " mapping = " logical " distinct
Post a Comment
Read more

SSRS User Story-7: Create a SSRS report group by Case, retrieve all work orders and make work orders as sub group, retrieve all bookable resource bookings based on work order. If booking is completed then show the row color as green.

Image
Entities: ·          Cases ·          Wok Order ·          Bookable Resource Booking Fetch xml for retrieving cases which does not contains Work Orders (or) choose contain work Orders data: If you choose contains data then in fetch xml in link entity, link type shown as Inner If you choose does not contain data then in fetch xml in link entity, link type shown as Outer . In this scenario we need all work Orders that’s why choose link type as Outer In this below fetch xml code need to remove filter condition Here also need to remove filter condition   Final Fetch xml: Here am writing one link entity data into another link entity Need to pass a from as attribute from link entity < fetch version = " 1.0 " output-format = " xml-platform " mapping = " logical " distinct = " true " >             < entity name = " incident " >                         < attribute name = "
Post a Comment
Read more