Microsoft CRM 4.0 SSRS Report Run on Current Record from Quote Entry Window

Posted on 2012-09-05
Medium Priority
Last Modified: 2012-09-06
I have a custom report created in SSRS and imported into CRM Reports.  I set the Related Records Type to be Quotes so that it shows up in the Reports drop down list in the Quote Entry window.  It shows up as Run on All Records.  A quote report I created in CRM with a Related Records Type of Quote shows up as Run on Current Record.  Is there a way I can pass the current Quote Number on the open window to my custom SSRS report so that it will run on the current record?
Question by:sbdt8631
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LVL 30

Accepted Solution

Feridun Kadir earned 2000 total points
ID: 38369690
Have a look at this article which I believe answers your query: http://msdn.microsoft.com/en-us/library/bb955090

Also, review the topic on pre-filtering http://msdn.microsoft.com/en-us/library/bb955092

Hope these help.

Author Comment

ID: 38372351
I did as you suggested but my report still shows up under the run on all records part of the drop down menu in the Quote screen instead of the run on current record.  Another report I made using the CRM report wizard shows up on the run on current record.  Attached is my report query and setup screen.

Author Closing Comment

ID: 38373581
"The behavior that I've observed is that if the report is created initially such that it does not adhere to context-sensitivity, it will rightly appear under the "Run on All Records" section. Later on, if you modify the report definition to include context-sensitivity it will still remain in this section.
If that is the case simply deleting and recreating the report will resolve this issue. At least that's been my experience. "

I deleted it and recreated it and it worked fine.
LVL 30

Expert Comment

by:Feridun Kadir
ID: 38373834
Glad that you resolved this and thanks for posting the link to show that someone else had the same issue.

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