Microsoft Dynamics CRM


Hiding a Blank Row in a SQL Server Reporting Services (SSRS) Report

Posted by Mike Giuffre on January 27, 2017

Did you know you could hide a row on a SSRS report if all the fields on that row are blank? I found a lot of documentation on how to hide a text box, or even a row based a condition or calculation, such as blank, zero or null values.…

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Helpful Storage Hints for SharePoint-enabled Storage & CRM

Posted by Ben Borger on January 20, 2017

If you use Microsoft Dynamics CRM, now referred to as Dynamics 365, and SharePoint, you will want to read this.  Did you know there are quick and easy ways to attach email correspondence and other files to your SharePoint library?  Here are some tips for working with the SharePoint-enabled…

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Skype for Business - AutoDial from Microsoft Office

Posted by Joe Jacob, Senior Developer on January 16, 2017

If you are using Microsoft's Skype for Business and Microsoft CRM, have you noticed that the phone numbers in CRM are hyperlinks?  You can click on the links and the system will automatically launch Skype with the phone number all ready queued up to dial. However, did you…

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Why Should I Upgrade My ERP System?

Posted by Samantha Miller, Senior Consultant on January 6, 2017

Technology is constantly evolving.  With each new version of Dynamics there are improvements, more efficiencies, and new features. Sometimes, there are additional new modules available. But in order to justify the time and effort and expense of an upgrade, you need to make sure the benefits of the latest…

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VSS Error When Uninstalling Dynamics CRM 2016

Posted by Brandon Richards, Implementation Manager on January 4, 2017

I recently was helping a client who tried to upgrade to Microsoft Dynamics 2016 and had problems.  I had to uninstall Microsoft Dynamics CRM 2016 and reinstall Dynamics CRM 2013 first.  When doing so, I ran into an issue with the Volume Snapshot Service, also known as the Volume Shadow Copy…

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Good News for Dynamics CRM Online Clients Transitioning to Dynamics 365

Posted by Donna Krizik on December 30, 2016

Microsoft announced on December 22, 2016 that they will allow existing CRM Online customers to auto-renew in to their existing CRM Online subscriptions until February 1, 2017.  Why is this a big deal? It gives you a full year of lead time so you aren’t forced to transition with little notice. …

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How to Move an Email Activity in Dynamics CRM

Posted by Brenda Senger on December 29, 2016

We've all done it - attached an email to the wrong thing in Microsoft Dynamics CRM.  This quick guide shows you how to undo those accidents from Outlook or from within an area in Dynamics CRM. In Outlook Open the email that you accidentally attached to the…

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Error with Multiple Upgrades in Dynamics CRM

Posted by Brandon Richards, Implementation Manager on November 14, 2016

If you’re trying to upgrade Microsoft Dynamics CRM from a very old version to a newer one, make note.  I recently had to upgrade a client from Dynamics CRM 4.0 to 2013 SP1 and kept running into a problem.  The Dynamics CRM 2013 SP1 installation kept failing! Here&rsquo…

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Reporting from Dynamics CRM Online: An Introduction to FetchXML Part 2

Posted by Mike Giuffre on November 14, 2016

In Part 1 of Reporting from Dynamics CRM Online: An Introduction to FetchXML, I explained how important your Advanced Find is for creating your FetchXML SQL Report.  To quickly recap, FetchXML is a way to bring data from Dynamics CRM Online into a SQL Report.  Hopefully you’re…

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Reporting from Dynamics CRM Online: An Introduction to FetchXML

Posted by Mike Giuffre on November 14, 2016

There are basically 2 options for reporting on data in Microsoft Dynamics CRM Online. Using the built-in wizard – which is great for basic reports, but isn’t very flexible. SQL Reporting services – using FetchXML to retrieve your Dynamics CRM Online data. What is FetchXML? FetchXML is a proprietary…

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