Printing Reports
How to Disable Exporting or Printing Reports in Dynamics CRM 2016
August 22, 2016

Depending on the sensitivity of an organization’s data, it is often necessary to disable the ability to export or print reports. This ensures that reports with confidential information such as

Replication Service Solution
Scribe Online Replication Service: Part Three – Creating the Replication Service Solution
August 19, 2016

If you’re a CRM Online customer, you may find that you’d like to have direct access to the database to perform advance reporting or utilize business intelligence tools that otherwise

Scribe Online
Scribe Online Replication Service: Part Two – Connections for CRM Online and SQL On-premises
August 16, 2016

If you’re a CRM Online customer, you may find that you’d like to have direct access to the database to perform advance reporting or utilize business intelligence tools that otherwise

Scribe Online
Scribe Online Replication Service: Part 1 – Getting Things Started
August 15, 2016

If you’re a CRM Online customer, you may find that you’d like to have direct access to the database to perform advance reporting or utilize business intelligence tools that otherwise

data validation
Making Data Validation and Record Creation Easier than Ever
August 11, 2016

Do you want to make data validation and record creation easier to help ensure data integrity in CRM while still allowing your business to operate effectively? If so, today’s blog

Make Marketing Decisions
How to Make Marketing Decisions with Data from CRM
July 19, 2016

Making decisions from data can be the hardest thing to do as a marketer. There are questions that arise anytime you see a data set, but it’s your job to

Real-time Workflows
Don’t Delete Your Configuration Data! Use Real-time Workflows Instead
July 1, 2016

Picture this scenario. After weighing the pros and cons between filtered lookups vs. dependent option sets for States/Provinces and Country entities, your organization decides to go with filtered lookups. You’ve

troubleshooting
Why Don’t I See Address Fields on the CRM Import Template?
May 27, 2016

If you are responsible for importing data into CRM, a convenient way to do so is to use the Download Template for Import option. Clicking on this button will yield

tips-and-tricks
Analyze that Data with Microsoft Power Query for Excel
May 23, 2016

Microsoft Power Query for Excel is not only one the most effective ways to view and analyze data from Dynamics CRM, but it is also a flexible and easy solution

crm-2016
Dynamics CRM 2016: How to Easily Generate Excel Templates
May 20, 2016

The ability to quickly generate Excel spreadsheets is an exciting new feature included with Dynamics CRM 2016. The feature allows you to create Excel templates tailored to display dynamic data

tips-and-tricks
How to Populate Contract Entities with Legacy Data
April 8, 2016

Microsoft Dynamics CRM requires specific criteria when it comes to importing data to the Contract entity. There are a few restrictions and workflows that are run by CRM to ensure

crm-2016
The New CRM 2016 Web API is Here and It’s Better Than Ever!
March 28, 2016

One of the biggest updates for developers in CRM 2016 is the new REST Web API endpoint. This is a promotion of the preview item that was available for CRM