I enjoy working with SSRS reports and learning new things to help me build out reports that meet our clients’ needs. When a client comes to me with an interesting way they want something displayed or a request for a feature that is unknown to me, I jump at the chance to do it. I love a new challenge and it acts as a learning experience as well. A recent request came to me that required a little creativity on my part. It was to modify the default value of certain report parameters based on the security role the User had in CRM.
Perhaps you wish to provide your Sales Reps with the Customer Statement from Dynamics GP or a report which summarizes order history. We would be able to use pre-filtering to only pull orders in GP for the Account in question or if your Sales Rep is on the road, still allow them to print out a Customer Statement without having to us a VPN to access GP. Great! So, I’ll just upload the report I created into CRM and be able access my external data. Not so fast.