Create normal UI report to show the specific user related contacts and add into dashboard

Create normal UI report to show the specific user related contacts and add into dashboard

Step1: Open Visual studio Click on create project and search for the Reports 
Step2: Select Report Server Project in second Option and Click on Next 

Step3: Rename and click on create Then you see your SSRS reports screen

 

Step 4: Right side we can see Reports Right click on Reports and then we can See some options in that click on Add  ==> New Item. Then we Can see Add Items Window in That we Have Three Options 1.Report 2.Data Source 3.Data Set .Now select Report because We are Doing for Reports. 

Step 5: Then we can see in Left Navigation some Options Like 1.Built in Fields, 2.Parameters, 3.Images, 4.Data Source, 5.Data Sets. 

Now Right click on Data Source and click On Add Data Source. Then Data Source Properties page will be Visible.

Step 6: In Data Source Properties we have two table 1. General 2. Credentials 

1. General

Select General and Give Name, Click On Embedded Connection. 

Then click on Types then we can see Many Options Appear Click On MicroSoft Dynamics 365 Fetch.

In Connection String Provide our Dynamics CRM URL till .com.

 

 

Step 7: Next Click On Credentials and click on the option use this user name and password in that provide our Dynamics CRM 365 Credentials and click on ok Button.

 

Step 8: Now for Data Set Right Click On Datasets and click on add Datasets 

Step 9: Then Data Set Properties in that we have many options like

1.Query 2.Fields 3.Options 4.Filters 5.Parameters

Now Select Query and Name the Dataset after that click on option Use a Data Set Embedded in my report. 

Then give Data Source which you created. 

Next the query Type select as Text . 

Now In query Give your FetchXML code and click on Query Designer.

For Fetch XML go to advance find search as below and click on download the Fetch XML.

step 10 : Now Query Designer page Will Be Open Click on (!) Run and check the Result.

Now in Result you Can See the Contact Related Information  

  

Step 11: Right click in the add an Items In the report i.e, which is visible in center a small empty box.

Add Table the drag and drop the Data Set Fields which was required 

Step 12: Now Build The Solution 

Step 13: Now Create Report In CRM For that Open CRM , go to advance settings 

click on setting savron ==> click on Customization area ==> click on Customization sub area 

Inside the Customization click on Customize the System ==> click on Components ==> click on Reports

Create a New Report 

Step 14:Now Select The Report Type as Existing File and  Name the report in name text box .

Click on choose file , go to path of report and select . rdl file (ContactRepoCheckCC.rdl)

Step 15: Now in Categorization we have 4 option 

1.Categorize 2.Related Record Type 3.Display in 4.Languages 

In Categorize Select modules Marketing , Sales, Service reports

Related Record Type select Record as Accounts 

For Dispaly In select  Forms for related records , List For Related Record ,Report Area

For Language select English 

Now Save, Click on Run Report and Copy the URL.

Step 16 : Now Go to CRM and Create a Dash Board

To Create a Dash Board > Click On Gear icon > Advanced Settings > Settings > Customization area > customize solution sub area > components > Dash Board > click on new and select Dash Board.

Step 17 : Now in side the Dash Board select 2column regular Dash Board and click on create

Next click on IFRAME

When creating IFRAME the URL which was copy before paste it in the URL text box and Disable the Restrict cross frame scripting.

Click on OK , Click on save and Publish the Dash Board.

Now publish all Customization also.

Now go to CRM Sales module, Check the Drop Down of System Dash Boards Your Dash Board name is visible or not (ContactReportHHcc ), now check the report is showing inside the Dash Board or not.