In the last blog, I told you how to Create First Dynamics 365 SSRS Report with Datasource, Datasets, Design and FetchXML.
Now In this blog, we will tell you How to create Dynamic Fetch Report using Parameters.
Microsoft Dynamics CRM allows you to generate reports for your records. It provides you the feature to create reports using in-build Reporting Wizard or you can use SSRS Reports to upload in CRM. In this article, we are going to learn how to generate a report with dynamic filters using parameters.
Step 1. Create and Download a Fetch with all your conditions and attributes from Advanced Find in your CRM.
Step 2. Now open your report in Visual Studio and paste the static fetch in your Dataset with appropriate Data Source.
Step 3. After that, based on your filter condition, as we are using RFQ Number in the filter, create another Dataset, fetching all the data from that conditional field.
NOTE: Make sure that you enable pre-filtering for the entity in your fetch. This will automatically create a parameter in your report.
Step 4. Now, create a parameter and make it Hidden.
Step 5. In Available Values and Default Value, select Get values from a query. And Select the new Dataset that you created for the condition and also Select the field from that Dataset.
Step 6. Now go back to your original dataset fetch and use a dynamic parameter in your filter condition like @<Parameter-Name then ok.