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Friday, November 13, 2009 9:34 AM

Using Data Pre-Filtering in Microsoft Dynamics CRM Reports

Have you been looking for a way to retrieve and view query results faster?  Pre-filter the data! Data pre-filtering in Microsoft Dynamics CRM reports lets you retrieve and display result sets quickly, makes reports context-sensitive, and allows reports
Posted by crmblog | 1 Comments
Wednesday, June 17, 2009 9:56 AM

CRM Online: Reporting Options

Today’s guest blogger, CRM MVP Frank Lee , describes reporting options available for Microsoft Dynamics CRM Online. Microsoft Dynamics CRM Online is a fantastic CRM platform for most small medium businesses (SMB) - it is so easy and inexpensive to get
Posted by crmblog | 1 Comments
Thursday, June 11, 2009 10:51 AM

Including External Data in Microsoft Dynamics CRM 4.0 Reports

CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective , blogs about BI solutions. So you want to create a report that references data from another database.  Perhaps you want to correlate your CRM data with your ERP data to see how
Posted by crmblog | 5 Comments
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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
 
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