How big is the CRM database?

As consultants, we often perform an analysis of CRM systems belonging to prospects or customers, perhaps because they have performance issues, they want to upgrade, or we need to understand more about their current implementations.

If the CRM is on-premises, it is useful to find out about which out-of-the-box CRM entities are used, custom entities if any, number of records, and size of tables. You can find out all about this easily through few clicks and without having to write any T-SQL.

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Display and Report User Business Units, Teams, and Security Roles

If you need to produce a report to display and audit users’ Business Units, Teams, and Security Roles of your Dynamics CRM, for example to ensure the correct users are assigned correctly before the go-live, then this report may be useful.

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Troubleshooting “The report cannot be displayed. (rsProcessingAborted)” Error Message in CRM

When you develop an SSRS report for CRM with Visual Studio Business Intelligence Studio and test the report working in Visual Studio, but not when uploaded to CRM, you will encounter the following error:

Reporting Error

The report cannot be displayed. (rsProcessingAborted)

Try Again | Close

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Cross-browser JavaScript functions to Retrieve and Update CRM Records

There’re plenty of examples on the Internet of how to use JavaScript to retrieve and update records in CRM 2011 or CRM 2013. However, I find many of them are overly too complex and require inclusion of proprietary JavaScript libraries, some doing them asynchronously, and some don’t work with non-IE web browsers.

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Comparing Microsoft Dynamics CRM 2011 vs. Salesforce

Many people want to know how the two systems compare – Microsoft Dynamics CRM 2011 vs. Salesforce.

In this post, I will perform some basic tasks in both systems, and provide screenshots, to help you decide for yourself which out of the two, from the UI perspective, you like better.

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Exporting a Large Number of Records as an Excel Spreadsheet from CRM Online

In a recent CRM Online project, I had a challenge that the users were not able to export all approx. 108,000 account records to Excel using the standard “Export to Excel” feature – nothing happened after they click “Export”.

We tried the dynamic worksheet option, but similar issue: Excel froze for a few minutes as it retrieved the records, and was still a blank worksheet afterwards…

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