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  • Blog Post: CRM 2011 Reporting Options – On-line and On-Premise

    Alex Fagundes - PowerObjects
    For the latest updates to this post please visit the original posting here: CRM 2011 Reporting Options – On-line and On-Premise Most users are familiar with the out of the box reporting tools ( Advanced Find , Report Wizard and CRM Dashboards leveraging system views) in Microsoft Dynamics CRM,...
    on 17 Aug 2012

  • Blog Post: Microsoft Dynamics CRM Pre-Filtering for CRM Reporting

    Alex Fagundes - PowerObjects
    CRM Pre-filtering is a unique feature provided by Microsoft Dynamics CRM to enable reports to be context sensitive and present the report with the Advanced Find functionality. This will greatly enhance a report. To make use of it the CRMAF_ alias prefix is simply appending to the query. So instead...
    on 31 May 2012

  • Blog Post: CRM custom reports – Issues with pre-filtering and non-searchable primary key for an entity.

    Alex Fagundes - PowerObjects
    We're gonna get a bit technical today. In Microsoft Dynamics CRM , one of the reasons for turning on pre-filtering for custom reporting is to associate the report with the open form (record) so that it picks up the unique identifier of the opened record and passes it to the report. So, when the...
    on 23 Jan 2012

  • Blog Post: Microsoft Dynamics CRM Report Drill-thru action to CRM Record

    Alex Fagundes - PowerObjects
    A cool capability of Microsoft Dynamics CRM reporting is to add an action to open a CRM record from a report. Not only is this cool from a CRM Superhero perspective but can save you time and mouse clicks. In this example report is a list report for a custom entity. I have a custom relationship to Accounts...
    on 1 Dec 2011

  • Blog Post: Optimizing Complex Report Performance in Microsoft CRM 4.0

    Alex Fernandez
    Recently I had a privilege to work on a xRM project utilizing CRM 4.0 and SQL Reporting Services to create very complex Business Intelligence reports base on transactional records which were housed inside MS CRM . We had approximately: 25,000 accounts, which were assigned to one or more systemusers...
    on 3 Nov 2010

  • Blog Post: Sending Bulk Emails with Attachments with MSCRM 2011

    Anonymous Anonymous
    For those of us who have been using Microsoft Dynamics CRM 4.0 for years, one of the most common feature requests is the ability to send Email attachments through the bulk Email functions which include: Send Direct Email Quick Campaigns Campaigns However, the ability to...
    on 21 Sep 2010

  • Blog Post: Tips for End User Training Success for Dynamics CRM

    Anonymous Anonymous
    Is your CRM go-live date fast approaching? Are you struggling with how to organize and plan for your upcoming training sessions? At PowerObjects, not only do we design, build and implement Microsoft Dynamics CRM and XRM solutions, we also do quite a bit of end user training for these solutions. A...
    on 27 Aug 2010

  • Blog Post: Where are users logging in from into Microsoft Dynamics CRM?

    Anonymous Anonymous
    We recently began logging in a central database the ip address and correlated location of the ip address for all successful and failed logins. Using report builder 3.0 we then quickly created a parameterized report where we can easily search by user login, success/failed logins, and last x number of...
    on 9 Jul 2010

  • Blog Post: Microsoft Dynamics CRM leads because of xRM development!

    Anonymous Anonymous
    Well Forrester just came out with their latest wave study – Looks great for Microsoft Dynamics CRM! I’m always curious to the complete thought process that goes into this studies, but I’ve come to some of my own conclusions that’s I’d like to share. CRM has evolved from something...
    on 8 Jul 2010