There are times when I (or customers) require a specific version of Microsoft Dynamics CRM instance, and when configuring a new online instance, whether in an existing tenant or setting-up a new trial environment, what provisioned is always the latest version (2016 Update 1 at the time of writing).
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.
Due to popular demand, I have created a separate post for CRM Online. Please see my other post for an earlier version of CRM.
You may find the look and feel of entity forms in Online a bit too plain.
You are importing a CSV content to your Dynamics CRM instance, and receive the following error, “The column heading cannot be empty.”
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.
I found this good website if you look for consistent looking icons for Dynamic CRM custom entities: http://www.flaticon.com. You can search for icons by using keywords, add them to cart, and upon download, specify the size – 16px and 32px are the ones needed.
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)
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