Tips for Creating Custom SRS Reports In CRM Online 2011

Prior to the release of CRM 2011, I was relieved when I learned that the CRM Online group was going to allow customers to deploy custom SQL Reporting Services reports.  I just wrapped up building the most challenging SRS report I have ever built and experienced many challenges, limitations, and frustrations associated with building custom SRS reports [...]

Tip: Using Microsoft CRM Import Data Wizard with Alternate Language

Here’s a quick tip if you are trying to import data into CRM that uses a foreign character set and you are getting gibberish. If you save your data from Excel to a .CSV file, it will be saved in ASCII/ANSI format which uses 8-bit encoding.  In simple terms, encoding means mapping characters to numbers.  [...]

Renaming or Repurposing Microsoft CRM System Entities

I’ve been taking part in an interesting discussion on the LinkedIn “Microsoft Dynamics CRM” group. The following is the extremely long link you will have to use to get to this discussion: http://www.linkedin.com/groupAnswers?viewQuestionAndAnswers=&gid=21231&discussionID=7432367&sik=1253708987811&trk=ug_qa_q&goback=%2Eana_21231_1253708987811_3_1 You’ll need to be a member of this group to read the discussion. It started out with a great question about “ [...]

Update Rollup 2 for Microsoft Dynamics CRM 4.0 Released

Microsoft has released Update Rollup 2 for CRM 4.0.  The rollup includes all of the Update Rollup 1 fixes and a ton of important new fixes.  These fixes address several important issues that I know many people were facing.  By my count, there are 111 new hotfixes in the rollup and 17 previously undocumented issues. [...]

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