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如何在 StormGain 上开设模拟账户

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如何在 StormGain 上开设模拟账户

One of the best new capabilities in the Microsoft CRM 4.0 offline client is the ability to run CRM reports off-line. When you install Microsoft CRM for Outlook with Offline Access, it will install the Microsoft Report Viewer Redistributable 2005. When you are on-line, reports will run as normal in Microsoft CRM. When you "go off-line," the reports will still run; however, they will only reflect the data synched to your off-line SQL Express database.如何在 StormGain 上开设模拟账户

This is a fantastic new capability, as it allows users to view reports on their local data, even when they are not connected to CRM.

If you decide to deploy off-line reporting in CRM, you will need to consider the ramifications that it has on hyperlinks. If you include any drill-through hyperlinks to CRM in your reports, you will not want to "hard code" your CRM URL (for example http://crm/etc).

Instead, use CRM's CRM_URL hidden parameter to build your CRM hyperlinks. You can see full details here. In a nutshell, here are the high-level steps:

    Create a parameter in your report called CRM_URL. Check the checkboxes 如何在 StormGain 上开设模拟账户 to allow null values and internal.

The result will be a dynamic hyperlink that will point to the CRM server when viewed on-line, and link to the 如何在 StormGain 上开设模拟账户 local machine CRM environment when off-line.

This approach will also ensure that your links work properly when viewed via Internet Facing Deployment.

One caveat—the CRM_URL hidden parameter only 如何在 StormGain 上开设模拟账户 works when reports are viewed via the CRM report viewer. If your reports are viewed external to CRM, like on a SharePoint dashboard, you will still need to hard code the CRM URL. Not too big of an issue, because if you were able to view your SharePoint dashboard, you would have to be on-line.

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The starting state of the menu will 如何在 StormGain 上开设模拟账户 appear collapsed on smaller screens, and will appear non-collapsed on larger screens. When toggled using the button below, the menu will change.

Make sure to keep all page content within the #page-content-wrapper . The 如何在 StormGain 上开设模拟账户 top navbar is optional, and just for demonstration. Just create an element with the #sidebarToggle ID which will toggle the menu when clicked.

Simple Sidebar

The starting state of the menu will appear collapsed on smaller 如何在 StormGain 上开设模拟账户 screens, and will appear non-collapsed on larger screens. When toggled using the button below, the menu will change.

Make sure to keep all page content within the #page-content-wrapper . The top navbar is optional, and just for demonstration. Just create an element with the #sidebarToggle ID which will toggle the menu when clicked.

如何在 StormGain 上开设模拟账户

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