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.
Continue reading “How big is the CRM database?”
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.
Continue reading “Display and Report User Business Units, Teams, and Security Roles”
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:
The report cannot be displayed. (rsProcessingAborted)
Try Again | Close
Continue reading “Troubleshooting “The report cannot be displayed. (rsProcessingAborted)” Error Message in CRM”
When working with any Microsoft Online systems in the cloud, such as Exchange Online, CRM Online, or SharePoint Online, they come with Office 365, which is a portal for managing users, domains, licensing, services and other admin-related matters.
Continue reading “Managing User Accounts in Office 365”
Microsoft have special Scale Groups for “heavy” CRM Online instances. A higher scale group allows longer timeout period (60s increased to 120s, or 300s) and processing more records (50k increased to 100k).
Continue reading “Special Scale Groups for CRM Online”
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.
Continue reading “Comparing Microsoft Dynamics CRM 2011 vs. Salesforce”
In CRM 2011 you can display your own notification message on a form and brand it with Error/Warning/Info icon.
Here’s an example of an info notification message:
Continue reading “Showing Notification Message – Error/Warning/Info”
CRM 2011 allows you to insert sub-grids to a form. Although there is no limit to number of sub-grids you can insert to the form, only the first four will be loaded automatically, there rest will appear with links “To load (sub-grid entity name) records, click here”.
Continue reading “Automatically Reloading the Fifth Sub-grid on a Form”
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…
Continue reading “Exporting a Large Number of Records as an Excel Spreadsheet from CRM Online”