Scenario Overview

In this scenario our business requirement is to dynamically set an SSRS report (URL) which has been embedded onto the Account form via a IFrame. We need to pass in the current accounts guid into the URL so the correct SSRS report content is shown.

North52 Decision Suite Solution

The North52 Decision Suite solution works like this,

  • We create a ClientSide formula that executes in the OnLoad() event of the Account form.
  • The formula sets the URL of the IFrame so the current account guid is passed into the URL of the SSRS report                    

North52 Decision Suite Steps

The following set of steps 

  • Create a new formula of type 'ClientSide - Perform Action'
  • Set the Event field to just 'Update'
  • Set the Source Entity to 'Account'
  • Set the Source Entity Property to 'OnLoad' 
  • Copy & paste the formula below into the formula description field 
  • Click Save & publish the formula (N52 Commands menu)
  • You are now ready to test


     [account.accountid] )

How to add IFrame to a form.

Step 1: Insert the IFrame on the form


Step 2: Configure the IFrame on the form

Note 1 :  if you are using CRM \ Dynamics 365 Online or are running under SSL for On-Premise then use https instead of http in the URL parameter in the screenshot above.

Did you know?

North52 has a powerful distributed cache for advanced decision logic

xCache allows you to configure and scale your Dynamics 365/CRM applications running On-Premise or Online. It allows dynamic system configuration and removes performance bottlenecks related to data storage. xCache provides Dynamics 365/CRM with an extremely fast and scalable distributed cache to power your advanced decision logic.

xCache in Dynamics 365  lets you cache static application data, and also load dynamic cache items for applications running in a single or multi-server configuration.

Learn more and see examples of xCache