Dynamics CRM users like “At a glance” views of their customers including the products they have purchased in the past.

In this article I will walk you through the steps to create a Top 10 Products dashboard and integrate it with the Account form via IFrame, in order to create a view such as this:

1. Create a SQL Server Reporting Services report containing the charts. Please contact me to request the report file (.rdl) referred to in this article. Here are a few things to keep in mind. Because we will be passing the object type code and unique identifier as parameters to the report via IFrame, we need to add those parameters to the report. In addition, I have added the CRM_URL parameter to the report so that a user can click on the bar in the chart to view the selected product in CRM.

2. Upload the report to the Reports area in Dynamics CRM

3. Publish the report for external use.

4. Add a tab to the Account form.

5. Add a section on the newly created tab.

6. Add the IFrame to the newly created section as below.

Use the following URL to open the published report from the Report server. Note the rc:Toolbar=false parameter to hide the toolbar. Use the appropriate URL to reflect your server name and report name.

http://crm/ReportServer?%2fcontoso_MSCRM%2fTop+10+Products+Charts&rs%3aCommand=Render&rc:Toolbar=false

7. Save the form changes and publish your customizations.

8. Open the Account to test your charts. (Note: You may need to create some invoices to test the charts). Cick on one of the bars on the first chart. You should see the Product form for the product you clicked. You can run the other product related reports from here for further analysis.

Please contact me to request the report file (.rdl) used in this post.