CRM 2011 and SSRS - report generation for one record

Question

Is it possible, using CRM 2011 and SSRS, to create a report for one record and get results for only one record?

EDIT
Additional information - required benefit:
SSRS Custom Report
Custom Object in CRM

Answer 1

Here is a more specific link to your question: link . You are probably looking for pre-filtering (see the "3. Pre-filtering element" link in the link provided) if you want the report to be specific to a record (context-sensitive).

Here's a link describing 2 types of pre-filters (CRM 4.0, but the theory applies to CRM 2011): link . And here is an example of pre-filtering in CRM 2011: link

I did this successfully in CRM 2011 with a fully customizable report made in BIDS on a user object with full context sensitivity.

Be sure to check out fetchXML as it will be future technology for these reports. Existing reports use SQL, which makes them poor examples for copying.

Here is an example of how to extract fetchXML from an advanced find: link There is also additional information about pre-filtering here.

Answer 2

See the Account Overview.rdl report. It can be done for a single account entry or for multiple entries.

See Reporting for Microsoft Dynamics CRM Using Microsoft SQL Server Reporting Services

Answer 3

• Create an inline connection to the CRM database engine for the environment for which you want to target.
• Create an embedded dataset to query the current record. It will be a little strange, as experience will tell you that you are going to receive tons of records, but due to awkward CRM, it will actually receive only the current record. For example, if you want to get the current quote, you should use " SELECT quoteid FROM FilteredQuote AS CRMAF_Quote "
• Add a parameter to save the reference to the entity you just requested. In accordance with this example, I created @QuoteFilter , which is a type of text, can store several values ​​(even if that’s not what we use it for), and get the default value from the dataset in step 2. Also probably should make it hidden because the GUIDs are not user friendly.
• Finally, use the parameter open in the where clause of other datasets. For example, a quote search for the current quote would look something like SELECT * FROM FilteredQuoteDetail WHERE (quoteid = @QuoteFilter)

As a final note, you should remember that CRM likes to remember everything, even if you don't want to. In one of my reports, I messed up my data source, and CRM forever made sure that the report should work against all records. I fixed my data source, but downloading the report did not cause an update and did not fix the problem. As a result, I deleted the report from CRM, created a new one, uploaded the exact same file without changes, and everything worked. Hover over your mouse.