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How to run an SSRS report on a selected record in the CRM using FetchXml

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Dynamics 365 Intelligent Order Management

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Dec 6, 2024

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  • Prefiltering in an SSRS Report involves applying filters before data is retrieved from the data source to show only relevant records.
  • To add prefiltering, identify the entity, enable prefiltering, and create a parameter in Visual Studio.
  • Running an SSRS report on a single CRM record helps display context-sensitive data effectively.
  • The blog provides a step-by-step guide on how to add a prefilter to an SSRS report.
  • Prefiltering limits the dataset to include only the necessary data for reporting purposes.
  • Adding prefiltering conditions to all required entities in CRM ensures accurate data filtering.
  • By following the outlined steps, users can easily run a report on a selected record in Dynamics 365 CRM.
  • For further discussions or inquiries, readers can contact the blog at [email protected]

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