Run Report using Smart Button in Ribbon Workbench | XrmToolBox

Here’s how you can use the Run Report button from Smart Buttons in Ribbon Workbench. In case you haven’t yet installed Smart Buttons in your Ribbon Workbench for your organization – Here’s a post for that – Install Smart Buttons for Ribbon Workbench | XrmToolBox

Now that it’s given you might have installed Smart Buttons already, let’s review how you can use the Run Report button for your Organization

Run Report

Here’s how you can access the OOB report in Dynamics 365 CRM –

  1. Where you have Run Report button, like this – all the SSRS Reports are under this flyout menu.


    And then you have these reports.


  2. Now, we have have this into a direct button just for that!

Run Report button

Before we begin, add the entity-only in a Solution and then load it up into Ribbon Workbench –

  1. Now, you’ll see Smart Buttons menu within which you’ll see Run Report button

  2. Once you drag it to your Form ribbon, you’ll see a pop-up immediately asking for what the Label of the button should be and what the Report should be. Enter the name and click on the magnifying button to show reports of the Report available to use.


  3. Once you select the same correctly, you’re button will look like this

  4. Once done, Publish your changes and refresh and test the same on your Account Form.

Working

Once all the changes are Publishes, you’ll see the below –

  1. The Button you added will now show up like this.

  2. When you click it, it’ll open the Report just like you would have to do from going in the menu. This makes the whole experience so easy since the most relevant reports can be put in buttons and prioritized on the ribbon.

Hope this helps!

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Thank you!