MS CRM and SQL Reporting Services

On May 27, 2009, in MS CRM, by sirslur

As many know, SRS is the reporting tool for MS CRM.  I have one suggestion for them.  Have a way to auto-attach a report to an entity if the entity is activated.

Here is an example:

If you do not want to use the mail merge for MS Word on the quote entity, SRS is your way to go.  I would like to make CRM run the report.  Then export it to a pdf and finally attach it to that revision of the quote.  I know I can have it run the report, but have not found a way to covert it to a pdf and then attach it to the quote.  I will update this post with the code to run the report for those who want it to be auto generated.

My last 2 cents for the night.

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1 Response » to “MS CRM and SQL Reporting Services”

  1. stevenvo says:

    Did you thought about providing this information to Microsoft using Connect? I blogged about that, here is the translation (put it in Dutch to English) http://bit.ly/zTyRr

    MS Connect is the place to give your feedback and suggestions about Microsoft products.

    Thanks!

    Grt Steven

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