Idea of this blog post is how to embed report to left navigation pane of Crm editing form. I have found this brilliant post which describes how to embed report into IFrame located on Crm editing form and I took this post as basis for current post.
First step is to create report which will take current record as parameter. Create new report project:
Select Microsoft Dynamics Crm Fetch as a type of data source and input parameters for connection to CRM and click Next:
Input Fetch Xml query for report. Don’t forget to add parameter for filtration by current record:
Define columns that would be displayed at initial layout:
Give your report some name and click Finish:
Initial layout is shown at following screenshot:
I changed report’s layout and after it looked like:
And result of report work:
Report’s part is finished. Next part is embedding. Create html webresource which will contain following code (main function of this webresource is to show report inside iframe):
Save and publish form.