newbie needs help on how to set up an embedded report based on contact id, within a contact form RRS feed

  • Question

  • I created a ssrs report to import into dynamics. It turns out that the client would like this embedded in the contact form, like off one of the tabs within the form. I am brand new to dynamics and barely understand much beyond what you can visually figure out. I am a .net developer if that helps anyone who reads this to understand who i am. Is there anyone who can point me to how to do this, or even contact me as I am willing to pay for this to get it done. Dynamics is not my primary develpment work, I am brand new to this, and the client is getting very impatient with me. Please can anyone help?

    Thanks Steve

    Tuesday, December 17, 2013 2:51 PM

All replies

  • Hi Steve,

    There are a few tools that allow you to edit the ribbon of a specific form.

    By doing that you are also able to create new custom buttons whose you can assign custom events.

    So you can configure the button to run a RDL file (your report should have a file with this extension).

    Ex: on your ribbon you can have a button that is named "Generate Report" and when you click on it it generates the report via your rdl file.

    Tools you can use:CRM 2011 , CRM 2013

    Both this tools are solutions that run inside your CRM.

    Good luck

    • Proposed as answer by tiagolvsantos Tuesday, December 17, 2013 2:58 PM
    Tuesday, December 17, 2013 2:58 PM
  • This is pretty straightforward, and there are a number of post on the web.


    There are two issues:

    1. It can get a little fiddly to get the GUIDs and report parameters just right
    2. When embedding the whole CRM report viewer, the screen looks a little clunky.  It is possible to use jQuery to add some sizzle, if so desired.

    I'd be happy to provide support if you run into any issues.  Just PM me.

    Tuesday, December 17, 2013 3:20 PM