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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

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!

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.

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!

Here are some Power Automate posts you want to check out –

  1. Select the item based on a key value using Filter Array in Power Automate
  2. Select values from an array using Select action in a Power Automate Flow
  3. Blocking Attachment Extensions in Dynamics 365 CRM
  4. Upgrade Dataverse for Teams Environment to Dataverse Environment
  5. Showing Sandbox or Non Production Apps in Power App mobile app
  6. Create a Power Apps Per User Plan Trial | Dataverse environment
  7. Install On-Premise Gateway from Power Automate or Power Apps | Power Platform
  8. Co-presence in Power Automate | Multiple users working on a Flow
  9. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  10. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  11. Call a Flow from Canvas Power App and get back response | Power Platform
  12. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  13. Parsing Outputs of a List Rows action using Parse JSON in a Flow | Common Data Service (CE) connector
  14. Asynchronous HTTP Response from a Flow | Power Automate
  15. Validate JSON Schema for HTTP Request trigger in a Flow and send Response | Power Automate
  16. Converting JSON to XML and XML to JSON in a Flow | Power Automate

Thank you!

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