We’re Engage

Your partner in turning your vision into technical excellence.

Start Your Journey With Us →

For over 25 years, we’ve combined our technical expertise with a partnership-focused approach𑁋delivering results that truly speak for themselves.

What truly sets us apart is how we engage with our partners. We take the time to understand what matters most to them, which is why every approach we take is uniquely tailored to their specific solution.

Discovery & Strategy

We kick off every project by working closely with you and your team in a discovery meeting to understand your vision and needs. Depending on the complexity and scale of our proposed solution, we’ll put together a team that includes project managers, designers, developers, or analysts, all tailored to your specific project. We’ll then present those custom solutions, discuss timelines, and clarify data requirements to make sure everyone is aligned from the start.

User Experience Design

Our design process is rooted in understanding your users and their behaviors. We gather user insights through research, interviews, and questionnaires which inform our design decisions. By focusing on user-centered and intentional designs, we create experiences that resonate with your audience.

Software Development

Our team works closely with you to create a solution that is both scalable and cost-effective. We keep the lines of communication open to ensure we're getting quick feedback from you at every stage. This allows us to continuously improve the solution and guarantee that we deliver the best possible results.

Continuous Optimization

As your partner, we view your solution as a long-term asset that we've designed to evolve alongside your growing needs. Projects typically unfold in multiple phases with each phase designed to optimize performance and ensure lasting success. Your dedicated team will equip you with actionable insights and best practices to keep you informed and supported with regular updates and performance improvements.

“Unlike large software companies where you’re just a number, Engage is a partner that listens, communicates, and adapts to our needs—not just for development, but for the years to come. That’s exactly what we were looking for, and we found it in Engage.”

—Matt Wells, Vice President Mid-west Truckers Association Inc

Latest News

How to configure CRM to display a report on a dashboard in Dynamics CRM 2015 Online

Written By
Rich Campbell
Tags
Dynamics CRM

Dynamics CRM logo

As a follow up from Henry Kenuam's post regarding Engage's continued work with Dynamics CRM, I thought that others might find interest in a challenge that I've encountered while integrating Microsoft's SQL Server Reporting Services (SSRS) reports onto a user or organizational dashboard inside the CRM. It’s a really great way to spice up the UX of Dynamics CRM but it’s not quite as straightforward as others make it seem.

Have you seen this error before?

An error has occurred. Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organization's Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Customer Support.

"An error has occurred. Try this action again. If the problem continues, check the Microsoft Dynamics CRM Community for solutions or contact your organization's Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft Customer Support."

You follow a guide/blog that you found and embed your URL into an IFRAME and things should just magically work, right?  Instead, you get this huge error in place of your awesome report.  This happens sometimes if you get the report URL by running it from a view. Well, there is an easy fix for this and while not as clearly documented (like many other things) I’m going to show you how to fix it.

You need to obtain the “correct” URL and to do this, you have to go to reports area of the CRM and run your report from there. Here are the steps:

  1. Go to reports area Link to reports area
  2. Click the report, for example, “Neglected Accounts”
  3. Click “Run Report” on the filter window.
  4. Copy the URL of the report, it will look like this: https://yourorganizationname.crm.dynamics.com/crmreports/viewer/viewer.aspx?action=filter&helpID=Neglected%20Accounts.rdl&id=%7bA4CF0692-6BFE-E011-8D24-1CC1DEE8DA9A%7d

Once you have the URL, it’s time to actually get this report on your dashboard.  To get this started, go to the customization area of dynamics CRM.  After clicking “Customize the system”, find the dashboard you want to place the report on.  On this dashboard, you need to add an iframe.  With the url copied to your clipboard from the report you ran earlier, go ahead and paste the link into the url field on the iframe properties.

The only thing you need to change is the action query.  It needs to be changed from filter to run, like shown below in green.

https://yourorganizationname.crm.dynamics.com/crmreports/viewer/viewer.aspx?action=run&helpID=Neglected%20Accounts.rdl&id=%7bA4CF0692-6BFE-E011-8D24-1CC1DEE8DA9A%7d

That’s it! Once you know the right technique it’s really easy to get a report displaying on a dashboard.

Keep an eye out for more blog posts around reporting, filtering and JavaScript tricks to handle filtering of certain aspects of your report.

Happy CRM’ing

Turn Your Vision into Technical Excellence

Partner With Us →
© 1999-2025 Engage