Sir Slur » sql reporting services http://www.sirslur.com Slinging around some technology stuff Mon, 24 Oct 2011 20:44:34 +0000 en hourly 1 http://wordpress.org/?v=abc MS CRM and SQL Reporting Services http://www.sirslur.com/2009/05/27/ms-crm-and-sql-reporting-services/#utm_source=feed&utm_medium=feed&utm_campaign=feed http://www.sirslur.com/2009/05/27/ms-crm-and-sql-reporting-services/#comments Wed, 27 May 2009 05:03:24 +0000 sirslur http://www.sirslur.com/2009/05/27/ms-crm-and-sql-reporting-services/ 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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