Ledgeview Partners

Microsoft Dynamics 2011 Beta – 5 Improved Basic Customizations

ledgeviewpartners — Mon, 13 Sep 2010 15:42:18 +0000

We have been working with the new Microsoft Dynamics CRM 2011 Beta product the last few days. Here are 5 great changes related to customization to make our lives easier vs. CRM 4. These would have required custom code in CRM 4. There are a lot more great improvements in the product we will be blogging about so stop back to the blog soon! Also check out these videos that highlight many new features: http://offers.crmchoice.com/CRM2011Beta-Landing/

1) Ability to have different Forms based on role – This will greatly reduce the use of JavaScript to hide/display fields for certain users.

2) Ability to reorder and remove left navigation items – This will help clean up unwanted items and order them based on your business need.

3) Create dashboard charts – This has been in the online version for a while now finally in the on-premise version too.

4) On a form add a Subgrid of related items or a Chart right on the form to reduce navigation.

5) Drag and Drop Fields!

Build Microsoft SQL Reporting Services(SRS) with Microsoft Dynamics CRM Online

ledgeviewpartners — Tue, 23 Feb 2010 03:51:46 +0000

Microsoft Dynamics CRM Online contains a very easy to use Report Wizard to build reports without knowledge of the underlining architecture. The Wizard was developed to address many reporting needs but for some customers this does not fill all reporting requirements. One of the common challenges with Microsoft CRM Online is delivering robust and flexible reporting because importing custom reports is not currently supported with the Online version.

John White recently posted a great article the explains an option customers have to address these additional reporting needs in detail. To sum up the article there are three steps:

Extract CRM Data and make accessible to SRS.
Create SRS Report based on the data.
Create a report in CRM Online that points to the SRS report.

If you are an Online customer not able to create all the reports you need with the Wizard I highly recommend reading this article…

http://blogs.msdn.com/dynamicscrmonline/archive/2010/01/26/using-microsoft-sql-reporting-services-with-microsoft-crm-online.aspx

Welcome to our new website!

ledgeview — Mon, 28 Dec 2009 19:56:05 +0000

Welcome, welcome, welcome!

We have upgraded our website to make it easier for you to see who we are and what we do. Your time is valuable, we hope that you enjoy our streamlined website.

Enjoy!