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

 

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="false">

<entity name="opportunity" enableprefiltering="1"> 

  <attribute name="name" />

    <attribute name="customerid" />

    <attribute name="estimatedvalue" />

    <attribute name="statuscode" />

    <attribute name="opportunityid" />

    <order attribute="name" descending="false" />

    <filter type="and">

      <condition attribute="originatingleadid" operator="not-null" />

      <condition attribute="campaignid" operator="not-null" />

    </filter>

    <link-entity name="campaign" from="campaignid" to="campaignid" visible="false" link-type="outer" alias="a_c722b4e9a6ffee119f8a000d3a0a7bb6">

      <attribute name="name" />

      <attribute name="typecode" />

      <attribute name="budgetedcost" />

    </link-entity>

    <link-entity name="lead" from="leadid" to="originatingleadid" visible="false" link-type="outer" alias="a_9ed298dfa0ffee119f8a000d3a0a7bb6">

      <attribute name="customerid" />

      <attribute name="fullname" />

      <attribute name="jobtitle" />

    </link-entity>

  </entity>

</fetch>

Report Creation in Visual Studio:


 


Design:


Output:

Adding SSRS Report into CRM:


Open the Opportunity record and click on Run Report


 

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