Scenario
Imagine you need a report to display records based on a casemanager field that might contain null values or specific identifiers. The report should show records where the casemanager field is either unset (null) or matches any of the identifiers selected by the user from a multi-value parameter.
In SQL Server Reporting Services (SSRS), customizing the date format is essential for improving the readability of reports. SSRS provides the Format() function, which allows for flexible formatting of date fields to meet different reporting requirements.
In this guide, we’ll show how to set up dynamic filters using drop-down lists in SSRS reports for Dynamics 365. This method enhances report flexibility and user interaction by allowing end-users to select different fields and date ranges dynamically.
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.
In Microsoft Dynamics 365, reports play a crucial role in visualizing and summarizing business data. Sometimes, you may need to programmatically access these reports, for instance, to integrate report links into custom user interfaces or automated workflows. This article guides you through the process of retrieving a report GUID (Globally Unique Identifier) using the Dynamics 365 Web API, which is essential for any automation or integration task involving reports.
Introduction: Tailoring SSRS reports to fit Avery label templates can be a precise task. This guide provides a step-by-step approach, using a real example to demonstrate how to align your SSRS report with Avery 5961 label specifications.
When working with SQL Server Reporting Services (SSRS) in Dynamics 365, you might come across a peculiar issue where the metadata doesn't appear as expected, or the CRM Login pop-up window fails to display the list of available organizations, even when the option "Display list of available organizations" is checked. The root cause could be the credential settings in the data source of your SSRS project.
This article will introduce how to install the SSRS template of Visual studio before you start to create your first SSRS report for Dynamics 365/CRM/CE.
Introduction: When working with SQL Server Reporting Services (SSRS) in conjunction with FetchXML queries, you might encounter a scenario where date/time parameters cannot be used directly. This article outlines a practical solution to convert date/time parameters to text type, enabling their use in FetchXML queries within SSRS reports.