Saturday, January 2, 2010
CRM Auto Filtering
I have been reading up on MS CRM auto filtering which allows you to create a report that you can associate with an entity and then use it on a view or a single record (http://blogs.javista.com/2009/03/18/microsoft-dynamics-crm-pre-filtering-tips/). I started creating some reports this way, but then decided that I also wanted to call the reports programatically and for that I would need parameters. My solution is to make my actual report work with parameters, then create a 'wrapper' report that uses the auto filtering capability, then calls the real report as a sub-report.