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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

Posts Tagged ‘: Reporting with Dynamics CRM’

How to Transform Your CRM Data: Connecting Power BI & Dynamics 365

Your company has finally made the jump to the cloud. Great, but now how do you use the data in your Microsoft Dynamics 365 cloud environment? To report on all of the data entered into CRM by sales and marketing, you used to just hook up to the SQL database that is on the servers, […]

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Microsoft Dynamics CRM 2015 Easily Adapts to Support Specific Business Needs

AKA Enterprise Solutions’ media team recently finished a project where we moved a publisher of specialized industry news and information – mostly insurance and legal works – off of Salesforce.com and onto Microsoft Dynamics CRM 2015 Online. The publisher’s three main divisions were all using Salesforce.com with mixed reviews. The system was not geared toward […]

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Create Custom Invoice, Quote and Order in Dynamics CRM

If you are familiar with Microsoft Word, you can now customize Dynamics CRM reports such as Invoice, Quote and Order, in the same way you edit a document with Microsoft Word Dynamics Docs are MS Word based templates with merged fields from CRM entities. Templates are free of charge; you only pay for the license […]

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Dynamics Docs VS Dynamics PDF

Dynamics CRM price quotation, order and invoice are an example to how CRM documents are produced using SQL Reporting Services. Most Dynamics CRM users find it difficult to attach such reports to an email, and find it even more difficult to redesign Dynamics CRM OOB reports. Adding business logo and extra details are the bare […]

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Optimizing Report Performance – Microsoft Dynamics CRM

Oftentimes a customized Microsoft Dynamics CRM system will contain several custom reports written with SQL or fetchXML.  When working with relational data, there are often multiple ways to query the data.  If your reports take longer than 2 minutes to run, it may be time to review your queries for optimization. The following are a few […]

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CRM 2011’s Enhanced User Experience

Rarely does an application have all of the look and feel that a company requires right out of the box. One thing I like to see from an application is what tool set is required when I need to make modifications to enhance the functionality for my company. Does the application come with the proper […]

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Dynamic Reports with Microsoft Dynamics CRM with Pivot Tables

Microsoft Dynamics CRM 2011 provides native capability to allow you to export any screen or view into Excel. That export can be a static file with just the data on the screen as a snapshot or as a Dynamic export in the form of an Excel Pivot Table. You have an option to select the […]

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