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Thursday, June 04, 2009 1:25 PM

Microsoft Dynamics CRM Online Data Import tool

On Codeplex there is a tool for Microsoft Dynamics CRM On Premise  that allows you to modify records and then re-update the CRM system with them. There are two advantages to this tool. The first is that you can update the records in a grid view and
Posted by crmblog | 5 Comments
Wednesday, April 08, 2009 10:01 AM

CRM Usage Reporting Unleashed

Our CRM MVP guest blogger for today is David Jennaway who is the technical director at Excitation. A frequent request we come across is from companies who want to know which users are using CRM and when. The CRM platform provides the facility to gather
Posted by crmblog | 8 Comments
Tuesday, April 07, 2009 9:39 AM

Using the Microsoft Dynamics CRM Online Import Wizard

I regularly get requests for assistance with data migration challenges.  Data migrations are never easy due to the differences in data values and formats that exist between systems.  The easiest way to import data into Microsoft Dynamics CRM
Posted by crmblog | 8 Comments
Friday, March 06, 2009 11:52 AM

Microsoft Dynamics CRM Pre-Filtering Tips

CRM Pre-Filtering is a very useful option that can be enabled on CRM reports to make them context sensitive and to allow the report to be filtered using the Advanced Find functionality.  Although this is a great feature, it is often an area that
Posted by crmblog | 1 Comments
Wednesday, February 25, 2009 7:16 AM

Fixing Report Snapshots in CRM 4.0

Problem: V4: Report snapshots are never generated when scheduling a Report in CRM v4.0 Cause: When the report snapshot is being generated, CRM Data Connector for SQL Server Reporting Service (SSRS) attempts to verify the identity of the calling user,
Posted by crmblog | 0 Comments
Monday, January 26, 2009 10:22 AM

Dynamic Export to Excel feature – How to protect data over the wire

One of the well-known features offered in Microsoft Dynamics CRM v4 is export data to Excel as a dynamic worksheet, a dynamic pivot table, or even to a static worksheet. Users can then refresh these dynamic Excel sheets alone to get the most current data
Posted by crmblog | 5 Comments
Thursday, January 15, 2009 10:39 AM

Dude, Where’s My Space?

Those Zune guys make it look so easy: Zune 4 = up to 1,000 songs, while Zune 120 = up to 375 hours of video. But of course, they’re looking at average file sizes, and the “up to” acknowledges that not every song is exactly 4MB. Your
Posted by crmblog | 3 Comments
Monday, December 29, 2008 9:17 AM

“Poor man’s” Business Intelligence for Microsoft Dynamics CRM

CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective , blogs about BI solutions. Business Intelligence (BI) is getting a lot of attention these days. It makes sense that companies want to use the data collected by business systems like
Posted by crmblog | 2 Comments
Wednesday, December 03, 2008 9:04 AM

Use Shared Data Source for custom Microsoft Dynamics CRM reports

Meet guest blogger Jim Wang, Microsoft Dynamics CRM MVP. He is a technical consultant working for 2B.net , an UK based consulting company. He has been working on Microsoft Dynamics CRM since version 1.2. Recently I have been asked to modify some reports.
Posted by crmblog | 2 Comments
Wednesday, November 19, 2008 8:09 AM

Auditing Report Execution using the ReportServer Database

We welcome our guest blogger David Jennaway who is the technical director at Excitation and a CRM MVP. Reporting Services is usually considered at most as just the engine for executing and rendering reports. However, it also has its own SQL database that
Posted by crmblog | 2 Comments
Wednesday, November 12, 2008 10:08 AM

Data Migration and Import: Using field delimiter characters in the source files

To run data import and data migration, you have to prepare a source file that contains the data you want to import. The data source files must be formatted as comma-separated values (CSV) files. The field values in the source file can be separated by
Posted by crmblog | 2 Comments
Tuesday, October 07, 2008 9:10 AM

Business Data Catalogue (BDC) and Microsoft Dynamics CRM

Business Data Catalogue (BDC) is one of the very exciting features of SharePoint. It got introduced in SharePoint 2007. This gives a declarative way to connect SharePoint to business applications such as standard ERPs, CRM, home grown apps etc. It supports
Posted by crmblog | 3 Comments
Monday, September 29, 2008 9:21 AM

Running Data Import: How to Save and Retrieve Parsed Data

The data migration and import features let you upload data from various customer relationship management systems and data sources into Microsoft Dynamics CRM. You can import data into standard and customized attributes of most entity types, including
Posted by crmblog | 3 Comments
Tuesday, September 02, 2008 8:01 AM

Data Migration Manager Tips and Tricks

Here is a write-up to help Data migration Manager (DMM) users who are looking for tips and tricks to improve their experience with DMM. Boost Data Migration Manger’s (DMM) Performance 1. All the machines in the system must be in the same time zone
Posted by crmblog | 4 Comments
Tuesday, July 08, 2008 11:20 AM

Accessing a SQL Database from a Microsoft Dynamics CRM Plug-in

Have you ever had the need to access data in a non-CRM SQL database from within a plug-in? Let’s say that you register a plug-in with Microsoft Dynamics CRM that will pull additional data from another SQL database in order to pre-populate a newly
Posted by crmblog | 2 Comments
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