Dynamics CRM in the Field

Information from the Microsoft Dynamics CRM PFE team working in the field

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  • Blog Post: Dynamics CRM Custom FetchXML Reporting with Multiple Datasets using Pre-Filtering

    I was recently assisting a CRM Online customer with troubleshooting a custom report they built. The report was running on the Opportunity as the main entity and also had 5 related datasets that were bringing in some specific connections related to that Opportunity. They were facing three big hurdles...
  • Blog Post: Dynamics CRM Multi-Series Bar Charting – Returns Secondary Y-Axis

    I was recently assisting a customer with some custom charting and dashboards in Microsoft Dynamics CRM 2011. One of their goals was to create a bar chart that allowed them to compare three currency fields by owner for the account entity. One of the features of creating multi-series charts in Microsoft...
  • Blog Post: Microsoft Dynamics CRM 2015, 2013, and 2011 Updates: Release Dates, Build Numbers, and Collateral

    Microsoft Dynamics CRM 2015 Note: These Updates update the following components available via the Microsoft Download Center with the exception of the two Mobile clients and SSRS Data Connector, which are not on the Download Center but are available elsewhere as noted below: Microsoft Dynamics CRM...
  • Blog Post: Improving Dynamics CRM Report Performance – Part 1 “The Basics”

    A lot of times customers have questions around how to improve reporting performance in Dynamics CRM. Of course, with every CRM deployment and report the answer may be different, but some tips can be applied more generally. In this post I will discuss some basic tips and tricks to improve your Dynamics...
  • Blog Post: Custom Reporting in Microsoft Dynamics CRM - Fetch vs. Filtered Views

    Frequently we see customers that require reporting out of Microsoft Dynamics CRM that cannot be handled using the out of the box report wizard or advanced find. This is the first post of a series of blogs I will be posting around both reporting options as well as technical issues and cases we have seen...
  • Blog Post: “CRM Anywhere” Video Overview

    Important Note: The CRM Product Group has published a blog titled " Q2 2012 Service Update – New delivery schedule " which clarifies the release plans for upcoming Update Rollups and Quarterly Service Updates in calendar year 2012. Also, Reuben has since marked this video as private as the release...
  • Blog Post: Dynamics CRM & SQL 2012 Compatibility

    Microsoft SQL 2012 RTM’d yesterday ( link ) and you’re probably wondering: “Can I upgrade my SQL Server instance to SQL 2012 if it hosts CRM databases?” and the answer is YES!  For CRM 2011 make sure you’ve installed update rollup 6 and for CRM 4.0 you should install update rollup 21 before upgrading...
  • Blog Post: CRM 2011 Error “Scheduling reports on behalf of other users is prohibitted” when scheduling reports

    Recently I worked with a customer that encountered the error message “Scheduling reports on behalf of other users is prohibitted” when they tried to schedule reports in CRM 2011. After some troubleshooting we found the error was happening because the account running their CRMAppPool was also a CRM User...
  • Blog Post: ReportingAccountMemberOfSecurityGroupValidator Error When Installing CRM 2011 Reporting Extensions

    I recenty worked through an issue where a customer was receiving the following error when attempting to install the CRM 2011 Reporting Extensions: Check ReportingAccountMemberOfSecurityGroupValidator : Failure: A Microsoft Dynamics CRM Server component is using the same account as the instance of...
  • Blog Post: Dynamics CRM upgrade–SSRS issues

    I recently completed a CRM 3.0 to 4.0 upgrade for a customer and ran into a couple SQL Server Reporting Services issues during the upgrade.  The SSRS errors took longer to fix than anything we ran into for CRM specifically. The first error came when attempting to point the SSRS server to the new...
  • Blog Post: Speeding up sluggish CRM reports that use date/time parameters

    As many of you may know, when writing custom reports for CRM 4.0 you are required to use the filtered views. The upside is filteredViews make security a snap for reporting against CRM data, and they offer a consistent dataset between the user will see in the CRM UI and what they will see in CRM reports...
  • Blog Post: Microsoft CRM Advanced Find - Powerful Queries through Regarding and Related Records

    Our CRM product includes advanced find functionality that allows users to create complex queries in order to return specific datasets. Once a set of data is isolated, the user can do many different CRM actions. Several common examples are listed below: Work with the precise set of data in a variety...
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