CRM Watcher

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Saturday, October 06, 2007

Display reports in IFrames

Nice post by CRM MVP David Jennaway:

With pre-filtering, CRM offers a powerful way to produce context sensitive reports based on the selected records in a grid, or the current record in a form. In this article I’ll cover an alternative approach that can be used to display report content within an IFrame on a form, or provide a simple way to run a report from a toolbar button or menu item in CRM.

How it works
SQL Server Reporting Services provides a means for running and rendering a report by accessing a URL and passing all relevant report parameters and rendering options in the query string of the URL. CRM offers a simple means to pass the current entity type, name and instance ID as parameters on the query string when accessing a page in an IFrame, or through a toolbar button. The approach covered in this article combines these 2 features.


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