For Dynamics CRM On-Premise, Microsoft SSRS-based reports can be developed either as SQL or FetchXML based reports. SQL is the more common (old-school) style of report development and is probably more familiar with CRM report developers. There are a handful of common mistakes or traps that anyone writing CRM reports can fall into - and we’ve [...]
continue reading...Posts Tagged ‘CRM Reports’
Making 3-Dimensional Charts in Dynamics CRM
With CRM 2011, dashboards and charts can be made on any entity, within minutes, to help you visually see what you want to see. Do you want to improve the visual look even more by making your CRM Charts look like this? It’s so easy a non-techy person can do it! This process works for the existing [...]
continue reading...How Microsoft Dynamics CRM Online Helped a Manufacturer Wake Up from a Spreadsheet Nightmare
Our client, a manufacturer in Michigan with multiple plants and multiple sales reps across the county, was living a spreadsheet nightmare. To manage their sales pipeline, they relied on a single sales administrator’s spreadsheet. This spreadsheet contained columns with all the key information management requested, but unfortunately not all sales reps consistently collected or reported [...]
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