Creating Daily Goals in Dynamics CRM 2011
February 1, 2013

Goals are one of the exciting features in Microsoft Dynamics CRM 2011. They can be created for a wide variety of purposes: from tracking progress on how many phone calls

Meeting Advanced Query Requirements from a CRM Record
January 18, 2013

Sometimes the out-of-the-box lookup field in CRM 2011 does not have the advanced query capability that a user needs to find a record. The query may go beyond a basic

CRM 2011 Outlook Client Error: Exporting a Report Hangs
October 22, 2012

When encountering any CRM 2011 Outlook Client error, you can begin your troubleshooting using the CRM 2011 Outlook Client Troubleshooting Wizard, but in this blog post we’ll cover a specific

CRM 2011 Reporting Options – On-line and On-Premise
August 17, 2012

Most users are familiar with the out of the box reporting tools (Advanced Find, Report Wizard and CRM Dashboards leveraging system views) in Microsoft Dynamics CRM, but there are other

Adding New Report Category in CRM 2011
July 25, 2012

Have you ever wondered how you can create new report categories and add reports to the new category in Microsoft Dynamics CRM? If you did then you are reading the right

Microsoft Dynamics CRM Pre-Filtering for CRM Reporting
May 31, 2012

CRM Pre-filtering is a unique feature provided by Microsoft Dynamics CRM to enable reports to be context sensitive and present the report with the Advanced Find functionality. This will greatly enhance

CRM custom reports – Issues with pre-filtering and non-searchable primary key for an entity.
January 23, 2012

We’re gonna get a bit technical today. In Microsoft Dynamics CRM, one of the reasons for turning on pre-filtering for custom reporting is to associate the report with the open

Microsoft Dynamics CRM Report Drill-thru action to CRM Record
December 1, 2011

A cool capability of Microsoft Dynamics CRM reporting is to add an action to open a CRM record from a report. Not only is this cool from a CRM Superhero

Images in your CRM reports – PowerPhoto with FetchXML Reports
September 21, 2011

PowerPhoto is one of the usability add-ons developed by PowerObjects. One of the cool features of this add-on is that it is built within CRM using Custom Entities and a

Reports Viewable by Individual or by Organization in CRM 2011
June 27, 2011

In Microsoft Dynamics CRM, reports can be set as Viewable by User or by Organization. To see this setting in Microsoft Dynamics CRM 2011, navigate to WorkplaceàReports, select a report

Lead Forms for CRM 2011 Rock
March 18, 2011

How nice would it be if when a lead submitted a form on your website the information just appeared in Dynamics CRM? And even better, wouldn’t it be great if

CRM Integration with SharePoint 2010
March 15, 2011

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