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Microsoft Dynamics 365 Blog

Dundas Controls in SQL Server Katmai 

I heard about this a while back but had to keep my mouth shut about it. It now looks like the Cat is officially out the Bag. I’ve been a huge fan of Dundas for some time and constantly bothering our Reporting PM about the Dundas deal for some time now. Dundas are the clear...

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Weighted Revenue 

For some strange reason the subject of Weighted Revenue has been on my mind lately. Strange in the sense that I don’t own our Opportunity Management feature and I haven’t written an sales pipeline report in a while. Perhaps I’m having flashbacks to an earlier stage in my career where I was obsessed passionate about...

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Scheduling report inside CRM 

SQL Server Reporting Services has a lot of great features, but unfortunately we were only able to expose a small subset of them in CRM 3.0. One of the cooler features is the ability to generate on-demand and scheduled report snapshots. After releasing CRM 3.0 we went back and added on snapshot and scheduling functionality...

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Inside Report Prefiltering 

Microsoft Dynamics CRM 3.0 includes a report prefiltering capability. In this post I will describe the process by which prefilters are sent to SQL Server Reporting Services for execution as part of the query.  It gives examples of the two methods of enabling report prefiltering when you create a new Reporting Services report.  Each of the methods...

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Creating Solutions: A Custom CRM Usage Log 

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...

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Sales Pipeline Report 

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...

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Related Entity Data in Excel Spreadsheet 

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...

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