We have created a new quote report in crystal report and published it
with report manager. We would like to run the report from the selected
quote form. The reason is that the report need a criteria to query
data from quote. When the report is executed we want to transfer the
quoteid from the the selected quote to the report. This parameter is
needed in the report. Is it possible to achieve this by creating a
button on the quote form which forward quoteid to crystal report ?

The current situation is that we run the report from misc report in
report menu and crystal report gives us the opportunity to select
between all quotes in Microsoft CRM. The problem is that we have to
choose between thousands of qoutes for each report and this solution
is not acceptable for generating a single quote.

regards
Paal

Search this newsgroup (probably best from Google) for a post from Michael
Yourshaw on the 2nd July 2004, entitled " How To Print Quote with Details
for Customer "

Excellent work.


Stephen

"Paal" <pser@frisurf.no> wrote in message
news:f3b0b2c.0409020111.7ea7f27b@posting.google.co m...

Thanks. Ive tried it now and the concept is working. The only problem now is
that I get error message when Crystalreportviewer tries to open the report.
The message is "Information is needed before this report can be processed".
I've changed the yourParam to quote (..id=559&promptex-quote="+request...)
and in the report i've created a parameter named quote. Further I've in
Crystal report, report select expert I've set that quote.quoteid is equal to
{?Quote}

Is there something i'm missing?
By the way is the line in apsx file case sensitive?

Thanks
Paal

"savage" wrote:

yes its case sensitive... {?Quote} must be promtext-Quote not 'quote'

"Paal" wrote:

Thanks. Ive' change that now, but still not working. I guess there must be
something in the report I've missed. I've downloaded some other parameter
reports from Microsoft and compared how they are set up. Do you know if there
are any quote report I can download and compare with?

Thanks
Paal

"savage" wrote:

have you tried going into crm -> reports -> find your report -> open it...it
should ask for quoteid ...enter in a quoteid see if it works.

no sorry dont know where to find sample reports for crm.

"Paal" wrote:

The "information is needed" error is a fairly generic Crystal error that
basically is indicating something isn't right. Have you verified that the
regular reports work ok? It's possible that they aren't working either do to a
security configuration problem. Also, double check that all the services are
running.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
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On Wed, 8 Sep 2004 05:49:06 -0700, "Paal" <Paal@discussions.microsoft.com>
wrote:

Thanks. Ive tried it now and the concept is working. The only problem now is
that I get error message when Crystalreportviewer tries to open the report.
The message is "Information is needed before this report can be processed".
I've changed the yourParam to quote (..id=559&promptex-quote="+request...)
and in the report i've created a parameter named quote. Further I've in
Crystal report, report select expert I've set that quote.quoteid is equal to
{?Quote}

Is there something i'm missing?
By the way is the line in apsx file case sensitive?

Thanks
Paal

"savage" wrote:

Make sure that the custom report you are trying to run does not have
the "Save server address" box checked. This is found on the prompt to
login to the server when you run the report from Crystal.