CRM 2011 + Open a record from custom SSRS reports


Right Click on the textbox where you have your record which you want to open on click. Then click “TextBox Properties…” which will give you the following window. In this window select the action tab from left navigation and then the radio button “Go to URL”. Use the “fx” button besides the
“Select URL:” textbox. Inside that put in the following code:

=Parameters!CRM_URL.Value & "?ID=" & Fields!accountid.Value.ToString & "&LogicalName=account"

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13 thoughts on “CRM 2011 + Open a record from custom SSRS reports

    1. Sayantan Samanta Post author

      Just create a “text” valued hidden parameter and give its name “CRM_URL”, thats it. You dont need to do anything special. In order to test put a textbox on the report setting the textbox value to CRM_URL parameter and run the report in crm.

      Reply
  1. Kruthi

    I tried giving the above url in my ssrs report for a custom entity..and its redirecting me to the CRM home page instead of to that particular record..any solution for this?

    Reply
    1. Sayantan Samanta Post author

      Could you provide the expression you have given in the textbox.
      Just check the logicalname of custom entity. If custom entity is say for e.g. “School” then its logicalname would be “new_school” also check for cases.

      Reply
  2. Munavvar

    Is there any other parameter for on premises crm? or CRM_URL will work. I am getting an error.The report cannot be displayed (rsProcessingAborted).

    Reply
  3. Lee

    HI Nishant

    I am having major problems with my Go To Action URL. I am trying to open up a dynamically built url to a page outisde of CRM. MY code is below:-

    =”javascript:void(window.open(CreateVDIURI(window.location.host,window.location.hostname,” + CStr(Fields!CIDHigh.Value) + CStr(Fields!CIDLow.Value) + “)))”

    SO whenever i click the link it opens up a window with the url:-

    javascript:void(window.location.href=(CreateVDIURI(window.location.host,window.location.hostname,1377608149268435593)))

    However this link does when i run the report from SSRS.

    ANy help please.

    REgards

    Lee

    Reply
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