CRM 2011 Report Security – View by Individual or by Organization

In Microsoft Dynamics CRM, reports can be set as Viewable by User or by Organization. To see the CRM 2011 Report Security settings, navigate to WorkplaceReports, select a report and

Using Favorites and Shortcuts in CRM 2011 for Outlook

Dynamics CRM 2011 for Outlook is awesome. With great features like the reading pane, pinned views, searching within a view, conditional formatting and the ability to see exactly where records

Round Robin Lead Assignment in Microsoft Dynamics CRM 2011

Here’s a scenario involving a sales team dealing with round robin lead assignment. Let’s say a sales department is currently receiving leads via their website using a custom Web-to-Lead component.

Can role-based forms be used to determine write access of the user?

This was a question we were recently asked by one of our clients, and the answer is – Yes, role-based forms can be used to determine write access based upon

CRM Integration with SharePoint 2010

SharePoint 2010 provides a number of reasons for upgrading/migrating from 2007. CRM integration is simplified and enhanced. Creating external lists can now be done using SharePoint Designer and Business Data

Microsoft Dynamics CRM 2011 Filtered Lookups

In CRM 4.0, creating a “Filtered Lookup” was… well… kind of a pain. It required quite a bit of JavaScript on the Form in order for the filter to work

Reassigning Personal Views – Fun with the MS CRM 4.0 Administration Console

A client of mine recently contacted me and asked me if there was a way to reassign some personal views that were created by an employee that has since left

Dynamic CRM Map Reports – Creating a Customer Location Map

Lately we’ve been creating Dynamics CRM map reports as a cool way of visualizing data. Using the SQL Reporting Services Map Wizard in Report Builder 3.0 or Visual Studio 2008/2010

Microsoft Dynamics CRM 2011 – Role Based Forms

Another exciting new feature in CRM 2011, is the ability to have different forms for different security roles. For Example: You may want the Account form show different fields, for