Dynamic Excel Document
Exporting to an Existing Dynamic Excel Document from Dynamics 365
November 11, 2016

When exporting data to a dynamic Excel document from Dynamics 365, do you ever find yourself wishing there was a way to add your new Excel document to an existing

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

crm-2016
Bust a Move with Data Migration in CRM 2016
April 22, 2016

The January update for Microsoft Dynamics CRM 2016 has so much to offer! The update introduced cool new features to make a developer’s life a lit bit easier. Features include

tips-and-tricks
Export to Excel: Understanding the Difference Between Static Worksheet and Static Worksheet (Page Only)
February 22, 2016

Learning to export to Excel in CRM is pretty straightforward and easy! However, even if you’ve worked with exporting to Excel before, you might not be aware of two little-known options

tips-and-tricks
10 Data Export and Import Redesign Features in Dynamics CRM Online 2015 Update 1
September 18, 2015

For many years, a Microsoft Excel export and import redesign has been one of top change requests from the Microsoft Dynamics CRM Community. The previous version of the feature did

tips-and-tricks
Exporting Data to Re-import: The Invalid Column Headings Issue
July 20, 2015

Often you’ll need to export data from CRM, make changes, and then re-import the data using CRM’s out-of-box capabilities. In doing this, you might receive the message “The data has