Tuesday, August 6, 2013

Setting Up a Launch Point in Dynamics Report Manager

Written By Rhonda Sutliff, Product
Specialist at Rockton Software
A partner of ours was attempting to set up a launch point in Dynamics Report Manager (DRM). He wished to print a Crystal report and to cancel out the Report Writer report, thus, being able to print his quotes from Crystal rather than Report Writer. He created his batch report within DRM correctly, but when he was printing the quotes from the Print Sales Document window the Print Destination window was still coming up for the Report Writer report.

In order to prevent the destination window, we needed to create a launch point that cancelled the window after the Crystal report has been scripted to run.

Launch Point Maintenance Settings Tab: 
On the Field Entered, you can trigger which is essentially the Clear button in the Print Sales Documents window.



Launch Point Maintenance Actions Tab:
You can set the following actions to run the Crystal report and to set up a Run Field Script to run the clear button. This will then avoid the Report Destination prompts for the Report Writer reports.



Now with this launch point, you can go to the Print Sales Document and print your documents using Crystal (or another report) rather than Report Writer.

Wishing to learn more about Dynamics Report Manager? Click here to view a demo! Or, you can contact Rockton Software Sales at sales@rocktonsoftware.com.

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