Recently, I read a post by Microsoft CRM MVP David Jennaway. You can view his post, Writing Reports to display in IFrames and from ISV.Config
, on the Microsoft CRM Team Blog Web site. There are quite a few posts available explaining how to view the Activity Grid from the Account or other forms, but I have not come across very many posts on displaying a SRS Report from an Iframe on the entity form so I really appreciated David taking the time to share the information. Also, it just so happened that I recently had a request to display Case related activities on the Case form so I decided to use this method for the request. I did encounter a couple of items that I had to troubleshoot so I thought I would share what I learned.
First, create your basic SRS report using Visual Studio 2005 or 2008 depending on the version of SQL Server used for your CRM installation. If you haven’t created a custom CRM report then you might find this a challenging place to start as the instructions assume you are familiar with creating reports in Visual Studio, using parameters and other features.
To begin, I followed David’s instruction and created the report with the parameters id, name, and typename. I also created the IFrame for the Case checked the option to pass parameters and followed the remaining instructions. I uploaded the report to my CRM server saved it and opened a Case record. I encountered the following error when I opened the Case record.
An attempt was made to set a report parameter ‘orgname’ that is not defined in this report. (rsUnknownReportParameter)
I ran a search on the error and found a great post written by Catherine Eibner named "Building a CRM 4.0 Report that will be accessed via an iFrame". This post has a wealth of information to include the solution I needed which was to add a few more parameters to the report. After I added a few additional parameters (orgname, userlcid, and orglcid), saved my changes, and uploaded the report to CRM everything worked as expected and now when a user opens a Case, he or she can view all activities related to the Case from the main Case form tab.