This blog will make sense to you, if you already know the ‘Run Report’ functionality that Microsoft Dynamics CRM offers. (No need to know a lot about it – you’ll get by with just a standard user knowledge).
Option to run Dynamics CRM reports via the app has been introduced in the Resco Mobile CRM update last fall. So it’s a fairly new feature a lot of people are not yet aware of.
How does the run report feature work?
The Print Report feature works for individual records.
Open a record in the mobile app. Once you see the form (record’s detailed info), you should also see a button on the upper right corner of the screen. Tapping this button reveals a selection of commands your system admin has enabled. One of these commands is called Print Report*.
*If you don’t see this option, send your admin this blog post – there are instructions on how to enable this feature below.
Note: It’s called ‘Print Report’ and not ‘Run Report’ because it solely creates a non-editable PDF file that can be printed out, saved to notes, opened in a different application, etc. However, we plan to expand the functionality, so you’ll be able to make adjustments to the report (if you can do so on the server).
The ‘Print Report’ command initiates the run report process.
You can select a different report from the list of available reports (provided there’s more to choose from).
Note: As the report is generated on the server, you’ll need to have an Internet connection and server connection available for the time you want to use this feature. In case the CRM server in question is a CRM online, and ADFS is used instead of Office 365 authentication, Print Report will not work on iOS devices. Also, if the report, defined on the CRM server, contains any parameter (information to detail the resulting report) like time range, number of records to be used, Print Report feature will not work at all with such report.
If you create an new record in the offline mode of the app and don’t synchronize the app before using the print report feature, you’ll get an error message. This is because the newly created record is not yet stored on the server and therefore cannot be used to generate a report. Simply synchronize the app before running the command and it’ll work as you would expect.
How to enable the Run Report feature for mobile users?
(instructions for system admins)
Open the mobile project in Woodford → navigate to the entity for which you want to enable the feature → expand the entity and click on forms → open the edit form → on the upper right corner, click on ‘Edit’ → double-click on the ‘PrintReport’ command
Don’t forget to save the change and publish the mobile project.