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Custome Dynamic CRM Reports

Question
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I am new to CRM Reports, but have many years experience developing SSRS Reports.
In CRM, if I'm in a quote record and I created a custom report. how do I get that quote ID to pass to my Custom report where QuoteID = @QuoteID using SQL Select Statements. Please don't reference the account. I am looking for a quote.
Many Thanks
Friday, November 6, 2015 6:45 PM
Answers
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Hi,
You have to enable prefiltering to get the selected record id's.
SELECT quoteid,select other fields here
FROM
FilteredQuote AS CRMAF_FilteredQuote- Marked as answer by SunkistDog Monday, November 9, 2015 6:05 PM
Friday, November 6, 2015 8:56 PM
All replies
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Hi,
You have to enable prefiltering to get the selected record id's.
SELECT quoteid,select other fields here
FROM
FilteredQuote AS CRMAF_FilteredQuote- Marked as answer by SunkistDog Monday, November 9, 2015 6:05 PM
Friday, November 6, 2015 8:56 PM -
Would something like this work?
SELECT
CRMAF_FilteredQuote.quoteid AS quoteid ,
CRMAF_FilteredQuote
.name AS Name ,
CRMAF_FilteredQuote
.quotenumber AS QuoteNumber ,
CRMAF_FilteredQuote
.revisionnumber AS QuoteNumberRevision ,
CRMAF_FilteredQuote
.new_programmanagername AS ProgramManager ,
CRMAF_FilteredQuote
.totaltax AS totaltax ,
CRMAF_FilteredQuote
.totalamount AS totalamount ,
CRMAF_FilteredQuote
.new_ftebeginningeffectivedate AS FTEBeginningEffectiveDate ,
CRMAF_FilteredQuote
.new_fteendingeffectivedate AS FTEEndingEffectiveDate ,
CRMAF_FilteredQuote
.new_description AS BackgroundDescription ,
CRMAF_FilteredQuote
.new_studytype AS StudyType ,
CRMAF_FilteredQuote
.new_product AS Product ,
CRMAF_FilteredQuote
.new_method AS Method ,
CRMAF_FilteredQuote
.new_regulatorycompliance AS RegulatoryCompliance ,
CRMAF_FilteredQuote
.new_projectordertestingarticles AS TestingArticles ,
CRMAF_FilteredQuote
.new_projectordertimeline AS Timeline ,
CRMAF_FilteredQuote
.new_projectordersubcontractors AS Subcontractors ,
CRMAF_FilteredQuote
.new_projectordersubcontractorname AS Subcontractor ,
CRMAF_FilteredQuote
.new_primarycontactidname AS PrimaryContact ,
CRMAF_FilteredQuote
.[new_StreetAddress1] ,
CRMAF_FilteredQuote
.[new_StreetAddress2] ,
CRMAF_FilteredQuote
.[new_StreetAddress3] ,
CRMAF_FilteredQuote
.[new_City] ,
CRMAF_FilteredQuote
.[new_StateorProvince] ,
CRMAF_FilteredQuote
.[new_ZipPostalCode] ,
CRMAF_FilteredQuote
.[new_Country] ,
CRMAF_FilteredQuote
.LineItemNumber ,
CRMAF_FilteredQuote
.Quantity ,
CRMAF_FilteredQuote
.ProductDescription ,
CRMAF_FilteredQuote
.PricePerUnit ,
CRMAF_FilteredQuote
.BaseAmount ,
CRMAF_FilteredQuote
.ExtendedAmount ,
CRMAF_FilteredQuote
.IsPriceOverridden ,
CRMAF_FilteredQuote
.SequenceNumber ,
CRMAF_FilteredQuote
.ProductTypeCode ,
CRMAF_FilteredQuote
.PropertyConfigurationStatus ,
CRMAF_FilteredQuote
.LineItemDescription ,
CRMAF_FilteredQuote
.[ST] ,
CRMAF_FilteredQuote
.[Country] ,
CRMAF_FilteredQuote
.new_projectordertestingarticles ,
CRMAF_FilteredQuote
.[revisionnumber] ,
CRMAF_FilteredQuote
.totaldiscountamount ,
CRMAF_FilteredQuote
.totalamount ,
CRMAF_FilteredQuote
.new_projectordertestingarticles ,
FilteredSystemUser
.fullname AS BusinessDevelopment ,
FilteredSystemUser
.title AS BusinessDevelopmentTitle ,
FilteredSystemUser
.internalemailaddress AS BusinessDevelopmentEmail ,
FilteredSystemUser
.address1_telephone1 AS BusinessDevelopmentPhone ,
FilteredAccount
.name AS AccountName ,
FilteredAccount
.new_msainplacename AS MSA ,
FilteredAccount
.new_msaeffectivedate AS MSAEffectiveDate ,
FilteredAccount
.new_msaproposaltypename AS MSAProposalType ,
FilteredAccount
.address1_line1 AS address1_line1 ,
FilteredAccount
.address1_line2 AS address1_line2 ,
FilteredAccount
.address1_line3 AS address1_line3 ,
FilteredAccount
.address1_city AS address1_city ,
FilteredAccount
.address1_stateorprovince AS address1_stateorprovince ,
FilteredAccount
.address1_postalcode AS address1_postalcode ,
FilteredContact
.fullname AS PotentialContact ,
FilteredContact
.emailaddress1 AS PotentialContactEmail ,
FilteredContact
.telephone1 AS PotentialContactPhone ,
FilteredContact
.fax AS PotentialContactFax
FROM
FilteredQuote AS CRMAF_FilteredQuote
LEFT JOIN FilteredSystemUser WITH ( NOLOCK ) ON ( FilteredSystemUser.systemuserid = new_salesperson )
LEFT JOIN FilteredAccount WITH ( NOLOCK ) ON ( FilteredAccount.accountid = CRMAF_FilteredQuote.accountid )
LEFT JOIN FilteredContact WITH ( NOLOCK ) ON ( FilteredContact.contactid = CRMAF_FilteredQuote.new_primarycontactid )
WHERE
CRMAF_FilteredQuote.statecode = 0;
Friday, November 6, 2015 9:20 PM -
It looks good.
Thanks!
kalim
Monday, November 9, 2015 1:09 PM