let me walkthrough various terms I am going to discuss in this post
MSCRM:
set up CRM server with organization name as the name of the server.
it can be accessed by http://organizationname/loader.aspx
it can be accessed by http://organizationname/loader.aspx
The referances to various view can be obtained by chceking the mappings and attributes in CRM->Settings
The drilldown reports to be placed under Hidden reports section of CRM. To acieve this, the selection for the type of reports to be empty.Otherwise the respective classification under which the report appears can be placed like Marketing, Sales, Services reports.
Also the respectives views include needs to be referred during importing the report onto CRM. Example:Account, Campaign Response, Campaigns, service appointment, activities, Meter, Oppurtunities etc.
MSCRM customization:
import customizatons pertaining to the organization. this can be done by settings->import customization->import the referred file. The new changes made is refelected by new_() in database tables and respective fields in tables.
To design the default filter, one need to specify its Aliasing Filter for a particular View (Example:FilteredAccount) while writing the query for the report.
import customizatons pertaining to the organization. this can be done by settings->import customization->import the referred file. The new changes made is refelected by new_() in database tables and respective fields in tables.
To design the default filter, one need to specify its Aliasing Filter for a particular View (Example:FilteredAccount) while writing the query for the report.
SSRS Reports:
The reports can be activated for drill down by selecting the properties->data tab->Edit (in values section) ->Action->Jump to report.
Reports exported to CRM:
The reports were produced using SSRS. The parameters in the "where" condition of query in SSRS will themself become select clauses at runtime.
The reports were produced using SSRS. The parameters in the "where" condition of query in SSRS will themself become select clauses at runtime.
Global Variables for CRM:
CRM global level variables are to be declared using "CRM_". Typical examples include
CRM_URL == for drilldown.
CRM_FilterText == for getting the filtered values on to the reports.
CRM_SortField == for sorting
CRM_SortDirection == sort direction (Ascending/Descending)
CRM_URL == for drilldown.
CRM_FilterText == for getting the filtered values on to the reports.
CRM_SortField == for sorting
CRM_SortDirection == sort direction (Ascending/Descending)
Defining the sort direction for tabular reports:
The following is code for getting the arrow in the table header and implementing the same for sorting. Report -> Report Properties -> Code
Function GetArrow(SortField As String, SortColumn As String, SortDirection As String)As String
If
SortField = SortColumn
then if
SortDirection ="Ascending"
then
Return "D"
Else
Return "Ñ"
End If
Else
Return ""
End If
End Function
The following is code for getting the arrow in the table header and implementing the same for sorting. Report -> Report Properties -> Code
Function GetArrow(SortField As String, SortColumn As String, SortDirection As String)As String
If
SortField = SortColumn
then if
SortDirection ="Ascending"
then
Return "D"
Else
Return "Ñ"
End If
Else
Return ""
End If
End Function
The following is code for table details for get refreshed while sorting
=IIF(IsNothing(Parameters!CRM_URL.Value),Nothing,Parameters!CRM_URL.Value & "?ID={"&Fields!myTabledetailName.Value.ToString()&"}&OTC=4400")
