Philip Richardson has created and blogged about a solution that creates an log of CRM usage. Typically such a log is used to monitor adoption (ie. have you herded your cats into the barn?). In a series of blog posts he takes you through the process of developing the solution and the deployment package. Part…Read more
We used to have a long list of reports in MSCRM version 1.2. For MSCRM version 3.0 (v3), when we moved to SQL Reporting Services (SRS), many of these reports were consolidated and the number of reports that v3 shipped with was dramatically reduced. One of the reports became a consolidated version of many old…Read more
Last month, Ilana Smith and Andrei Smertin wrote a post about the SubscriptionSyncInfo table and how this can be used to track synchronizations in the Outlook client. They mentioned that they were hoping to include a report that surfaced this information but weren’t able to include this with CRM 3.0. I had started creating an…Read more
The grids in Microsoft CRM 3.0 don’t have related entity information. You can’t for example look at a list of opportunities and see the account rating or account territory of the opportunity’s potential customer on the same row. With the export to dynamic Excel feature in 3.0, you can actually edit the spreadsheet query…Read more