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


 

Comments

Post a Comment

Popular posts from this blog

SSRS User Story-5: Create a SSRS report with student name, DOB, Date of Admission, parent details. Schedule this report, every day evening 6 pm it need to run and share with managers. (use power automate)

Image
Entities: ·          Student ·          Contact     Fields : ·          Student : o    Student Name o    DOB o    Date of Admission o    Parent Name o    Parent Phone Number Fetch xml for retrieving student details: Click on Edit Columns and add required fields Creating SSRS Report:   Design:     SSRS Report output in visual studio: Adding SSRS report in to CRM: Open CRM and choose Reports in sitemap and click on New Then add above created SSRS report. Power Automate: Step1: Step2:   Then, add a  List Rows  action from the  Dataverse  connector and configure it to lookup the report by the  Report Name .   Step3 :   Setup the report viewer – We do this using the  HTTP with Azure AD  connector, specifically the  Invoke an HTTP request (Pre Authorized)  action. Step4 : We need to authorize our connection to use this action. If you’re using Dynamics 365 online, grab your CRM URL (including https://) and paste it in for both
Read more

SSRS User Story 3: In order entity create a report look like mentioned below, it should show the address of selected customer and products dynamically.

Image
    Entities : ·          Orders ·          Products   Fetch xml for retrieving orders     Fetch xml for retrieving Products from particular order        In visual studio add one report Add one Data source Add 2 Data sets Here am adding 2 data sets with named as Order and Products Order data set : When Pre filtering is created then Parameter is created automatically. Product data set :   Design: If you want complete address use below field If you use 2 data sets in single report not recommend field drag and drop Use below format Go to the expression and choose Datasets à choose dataset name à choose field schema Alternate colours in Tables Rows: Output: Report Output in CRM: Adding SSRS Report in to CRM Open the order record from orders entity click on Report and choose ssrs report name Output :
Read more