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Implementation & Customization

Simple Dynamics CRM Advanced Find Report Query

 

Standard Reports built using SQL Reporting Services use standard SQL command syntax or call a stored procedure via passing parameters.

Dynamics CRM Reports can be built in this same fashion when it's appropriate, however when you're trying to build a report that users may want to filter on the fly without involving your time to rebuild the report, then using the CRM_AF query syntax is a good solution.

This method allows you to use a special table alias by adding the CRM_AF prefix to any filteredview name.

Here is a simple example of a query that would allow you to build a report of accounts that could be filtered on the fly using the advanced find utility built into Dynamics CRM.

Select * from filteredAccount as CRMAF_FilteredAccount

The CRMAF allows a where clause to be injected into the SQL statement with fields related to that filtered view at run-time, so the resulting query would change to following if the user where to add an equal clause to the query on account name.

Select * from filteredAccount where filteredAccount.name = 'JourneyTEAM - EASI'

 

Additional Parameters that are available in a CRM report

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