SSRS reports dynamics crm have current record id used as parameter - dynamics-crm

Question

Hi for my ssrs report In dynamics crm I require that when the report is ran against a certain record, the records passes the record id so that only the relevant results are displayed.
How is this possible ? Steps provided will be great also
Reports are created using SQL.
Run against campaign entity

Answer 1

SSRS reports for CRM have special parameters that enable this for you. To filter by selected records (or the current record you have open) you can utilise a hidden parameter called "CRM_Filtered[Entity]" where entity is the relevant entity you are linking the report to.
In your case, i.e. for the campaign entity, this hidden parameter will be called CRM_FilteredCampaign. For a SQL report this will be a text parameter and will be set to something like this (set by CRM when you run the report)
select campaign0.* from FilteredCampaign as "campaign0"
I do not have a report to hand to check exactly what the SQL will contain, so it might not be exact. But you get the idea. There are several ways to embed this in your report, but you could do so in a rudimentary fashion like this in a dataset:
declare #sql as nVarchar(max)
set #sql = 'SELECT c.campaignid FROM (' + #CRM_FilteredCampaign + ') as c'
exec(#sql)
Expanding on this, i.e. rather than executing text SQL in your main dataset, you can instead simplify the usage by creating a dataset/parameter combo based off the text. In effect, convert the SQL text to a list of values instead.
So add the above SQL to its own DataSet (for this example called DS_FilteredCampaign).
Once you have created DS_FilteredCampaign make sure you click on the Refresh Fields button. Type in the following instead of <null> for the parameter value:
select c.* from FilteredCampaign as c
Once that comes back click on Ok to save the DataSet.
Next, create another hidden text parameter (e.g. Int_FilteredCampaign) and tell it to get its default value from a DataSet (not its available values, its default value). Point the values at DS_FilteredCampaign, and you should be able to select campaignid as its value field. This in effect makes the parameter an array of Ids you can reference in your main DataSet
Now it's much more usable as you can reference it in your SQL something like this in your main DataSet:
select c.*
from FilteredCampaign c
inner join ActivityPointer ap on ...
inner join FilteredAccount a on ...
where c.campaignid in (#Int_FilteredCampaign)
The important piece being where c.campaignid in (#Int_FilteredCampaign)
Summary Steps:
You have a main DataSet called something like dsMain
Create a new parameter called CRM_FiltetedCampaign
Create a DataSet (DS_FilteredCampaign) that executes the SQL passed into CRM_FilteredCampaign
Refresh Fields on the data set to get the campaignid field
Create a text parameter (Int_FilteredCampaign) that retrieves its default value using the new dataset (DS_FilteredCampaign) using campaignid for the value
Reference this new parameter in you dsMain dataset