How to Create a Power View Report in Excel with CRM Data
May 30, 2013

What is Power View? Power View is an add-in feature of Microsoft Excel 2013 and is also an add-in for SQL Server 2012 Reporting Services. Power View offers additional visualizations

Creating Attributes via Import Wizard in CRM 2011
April 5, 2013

Instead of manually creating dozens of new fields, you can use the Import Wizard in CRM 2011 to save some time. By having a simply source file that contains these

How to Mass Update Closed Opportunities in CRM 2011
December 18, 2012

Ever want to do mass updates to Opportunities in CRM but many of the records that need to be updated are closed? Well, it’s easy to do with CRM 2011’s

Microsoft Dynamics CRM Online – Currency Fields in FetchXML Reports
July 20, 2012

There is a recent issue we ran into while dealing with currency fields in reports with FetchXML queries. The issue is that when a money field is added to a

CRM 2011 Online ModifyMaxExportTool
July 13, 2012

We often see a request to increase the amount of records that can be exported from CRM at one time. The default value is set to 10,000, so the maximum

Microsoft Dynamics CRM Data Import – Setting the Primary Contact Field #1
December 30, 2011

In Microsoft Dynamics CRM 2011, the out of the box import tools have been greatly improved. We recently worked with a client to import their Accounts and Contacts from a

Dear JoeCRM – Contacts are Crazy!
December 21, 2011

Dear JoeCRM, I am Manager in charge of deploying our new Microsoft Dynamics CRM 2011 and moving our old contact data from previous systems. We have contacts in Outlook, legacy

Importing Lookup Values Using CRM 2011 Data Import Wizard
December 15, 2011

Microsoft Dynamics CRM 2011 has come up with cool new features and enhancements to the Data Import Wizard. (See CRM 2011 Data Import Wizard post from October 2010) Another cool

Mass Editing Dynamics CRM 2011 Records using Microsoft Excel
September 27, 2011

What’s the Situation? I need to mass edit Dynamics CRM 2011 records and I need to make changes to more than 250 records at a time. How do I accomplish