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Archive for Tag: reporting

Dynamics 365

SSRS Report Items Calculation Tips and Tricks

When creating a FetchXML SSRS report, applying mathematical calculations from the resulting textbox of an expression can be a quick way to retrieve values.

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Dynamics 365

Top 5 Ways to Save Money with Dynamics 365 Training

Here are the top five ways spending money on training for Dynamics 365 will actually save you money.

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Printing Reports
Tips and Tricks

How to Disable Exporting or Printing Reports in Dynamics CRM 2016

Depending on the sensitivity of an organization's data, it is often necessary to disable the ability to export or print reports. This ensures that reports with confidential information such as sales numbers, company earnings, personal contact data, or lists of accounts do not leave the confines of CRM. The export permission is set at the […]

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Unwanted Out-of-the-Box Reports
Tips and Tricks

Out of Sight Out of Mind: Hiding Unwanted Out-of-the-Box Reports

So you've deployed Microsoft Dynamics CRM. Hooray! Feeling great about your CRM decision, you navigate to the Reports section and see several Reports that you most definitely did not build. What's that all about? Dynamics CRM out-of-the-box comes with certain Reports pre-built that can be utilized by any organization, but for other organizations, these reports […]

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CRM Heaven
PO TV

The CRM Minute: Paging Doctor Who, Dynamics CRM is Calling! [VIDEO]

Here at PowerObjects, one of our core values is "Live the Technology" and our team embodies this daily, whether that technology is a sonic screwdriver or CRM! See how two of our amazing team members took their passion for CRM and merged it with a love for Doctor Who to manage CONsole Room, a Doctor […]

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Office 365

Get Those Power BI Tiles Embedded in Your CRM Dashboards

For several years now, we have had the powerful analytics capability of Power BI. First as Excel add-ins and the Power BI Desktop tool since 2015. With the original Power BI service in Office 365, we were able to insert Power BI Excel reports using Dashboard iFrames and the SharePoint Integration, but that was deprecated […]

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Tips and Tricks

Easily Make Your Charts 3-D in Dynamics CRM

Have you ever thought that your charts in Microsoft Dynamics CRM would look way cooler if they were three-dimensional? If your answer is yes, then you will be thrilled to know that there is an easy way to do this without needing to know how to code. In today's blog, we will go through the […]

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Reporting to the Second in Dynamics CRM
Customizing

Reporting to the Second in Dynamics CRM

Hopefully you have a reporting genius at your company who will create custom Dynamics CRM reports for you on-the-fly. But if that's not the case—or that person is just out of the office today—you may be trying to gather CRM data on your own. The reports area can give you a lot of information about […]

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How to Create a Power View Report in Excel with CRM Data
Addons

How to Create a Power View Report in Excel with CRM Data

What is Power View? Power View is an add-in feature of Microsoft Excel 2013 and is also an add-in for SQL Server 2012 Reporting Services. Power View offers additional visualizations that can easily aggregated as a dashboard with robust filtering, sorting, and formatting features to provide the user nearly endless options. Power View is not […]

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Out of the Box Report: Dynamics CRM User Summary
CRM 101

Out of the Box Report: Dynamics CRM User Summary

One of the important tasks for Microsoft Dynamics CRM 2011 administrators is ensuring users have appropriate access to the system. One of the challenges of doing an efficient user audit is easily seeing a list of all the security roles each user belongs to. No worries! There is a report that allows you to conquer […]

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Using a Custom Entity to Track Status Changes in CRM 2011
Customizing

Using a Custom Entity to Track Status Changes in CRM 2011

Dear JoeCRM, I want to track the different phases/statuses of an opportunity, and I also need to be able to report on those changes. The auditing feature is very useful for many things, but it can't be easily displayed in an advanced find or a dashboard. Have any suggestions to track status changes in CRM […]

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Dynamics CRM Sub-Report Not Displaying? Here's a Workaround
Customizing

Dynamics CRM Sub-Report Not Displaying? Here's a Workaround

When working with Microsoft Dynamics CRM Online reports, you may encounter issues with reports not displaying properly. You might find that a sub-report cannot be displayed, a sub-report cannot be found, or there is an error rendering the report. The problem may be in the use of sub-reports. In this blog, we will cover: Common […]

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Creating Daily Goals in Dynamics CRM 2011
CRM 101

Creating Daily Goals in Dynamics CRM 2011

Goals are one of the exciting features in Microsoft Dynamics CRM 2011. They can be created for a wide variety of purposes: from tracking progress on how many phone calls salespeople are completing over the month to measuring current customer satisfaction scores against a yearly goal (made possible by our very own PowerSurvey!). While goals […]

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Meeting Advanced Query Requirements from a CRM Record
Development

Meeting Advanced Query Requirements from a CRM Record

Sometimes the out-of-the-box lookup field in CRM 2011 does not have the advanced query capability that a user needs to find a record. The query may go beyond a basic filter, or it may even include data from an external application. In this case you may need to create a custom SSRS report to find […]

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CRM 2011 Outlook Client Error: Exporting a Report Hangs
Troubleshooting

CRM 2011 Outlook Client Error: Exporting a Report Hangs

When encountering any CRM 2011 Outlook Client error, you can begin your troubleshooting using the CRM 2011 Outlook Client Troubleshooting Wizard, but in this blog post we'll cover a specific issue. After installing Security Update for Microsoft Windows (KB2699988), CRM 2011 reports will no longer export from CRM Outlook Client. There is no error message, […]

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CRM 2011 Reporting Options - On-line and On-Premise
CRM 2011

CRM 2011 Reporting Options - On-line and On-Premise

Most users are familiar with the out of the box reporting tools (Advanced Find, Report Wizard and CRM Dashboards leveraging system views) in Microsoft Dynamics CRM, but there are other custom reporting tools available for when the out of the box methods don’t provide the results you want. This post will describe your CRM 2011 Reporting […]

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