Automating Dynamics 365 Report Generation Using JavaScript

 When working with Microsoft Dynamics 365, you may find yourself needing to automate the generation of reports based on specific criteria or in response to certain actions. This can greatly enhance user experience and efficiency by reducing the number of manual steps required to view important data. This article outlines how to create and use a JavaScript function that dynamically retrieves the GUID of a specific report by its name and then generates that report for a given record ID.

What You Will Achieve

By the end of this guide, you will have a JavaScript function that can:

• Retrieve the GUID of a report based on its name.
• Automatically generate the report for a specified record in Dynamics 365.

How It Works

The function operates in two main steps:

1. Retrieve the Report GUID: It queries the Dynamics 365 Web API to find a report by its exact name.
2. Generate the Report: It constructs a URL to open the report for a specific record and opens it in a new tab.

JavaScript Function to Automate Report Generation

Here's the JavaScript function you can use to automate report generation:

async function generateReportByNameAndRecord(reportName, recordId) {

    var baseUrl = Xrm.Utility.getGlobalContext().getClientUrl(); // Base URL of your Dynamics instance

    var query = `/api/data/v9.0/reports?$select=reportid&$filter=name eq '${reportName}'`;

    try {

        var reportResponse = await fetch(baseUrl + query, {

            method: "GET",

            headers: {

                "Accept": "application/json",

                "Content-Type": "application/json; charset=utf-8",

                "OData-MaxVersion": "4.0",

                "OData-Version": "4.0"

            }

        });

        var reportData = await reportResponse.json();

        if (reportData.value && reportData.value.length > 0) {

            var reportId = reportData.value[0].reportid;

            var reportUrl = `${baseUrl}/crmreports/viewer/viewer.aspx?id=${reportId}&action=run&context=records&recordstype=1088&records={${recordId}}`;

            window.open(reportUrl, "_blank");

        } else {

            console.log("No report found with the name: " + reportName);

        }

    } catch (error) {

        console.error("Error fetching report data or generating report: ", error);

    }

}

How to Use the Function

• Simply execute the generateReportByNameAndRecord function within any script in your Dynamics 365 environment where JavaScript is executed.
• Provide the exact name of the report and the record ID as arguments to the function.

Example Usage:

generateReportByNameAndRecord("Annual Sales Report", "a1b2c3d4-e5f6-g7h8-i9j0-k1l2m3n4o5p6");

Conclusion

This function streamlines the process of generating reports in Dynamics 365, making it a valuable tool for administrators and developers looking to enhance automation within their CRM systems. Whether you're looking to improve workflow efficiency or simply make your data more accessible, this script provides a robust solution for dynamically generating reports based on specific needs.