Application Request Routing (ARR) feature allows creating a reverse proxy front-end for your on-premises deployment. Web Application Proxy (WAP) is another (newer) kid on the block allowing DMZ deployments of CRM. We’ve been successfully using both for quite some time and they are way down on the list of suspects when things go wrong. And […]
No, it’s not a typo – I am going to talk about deleting the deleted. – “What?!” Let me explain. We all have that Rupert/Vernona/Joe/Jill on our team who think they know best and, for some inexplicable reason, management agreed and granted them privileges sufficient to deliver some real damage. Like going into SQL Server […]
Evan “Doc” Watson sends a tip to remember to clear out old/unused reports prior to upgrading to CRM 2013/2015. The dependency check in the upgrade process will kill your upgrade if any entities referenced in a report no longer exist in the environment. If you have any reports that reference an entity that has been […]
Jim “Sourdough Master” Steger sent us a fresh reminder that, despite all the advantages of CRM Online deployments, on premise installations have a few aces up their sleeves when it comes to reporting, and here is one of them: Don’t forget about the ability to schedule SQL Server Reporting Services (SSRS) reports when using CRM […]
If your SSRS report works fine in BIDS and on-premises instances but fails to upload with very unhelpful message: An error occurred while trying to add the report to Microsoft Dynamics CRM. Try adding the report again. If this problem persists, contact your system administrator. then do the simple “1-2-3” test: Ensure that your report […]
It is a best practice to reflect the user running the report in an SSRS report and when the report was run in the report footer. This gives you a snapshot of who ran the report, and if there are any questions about the validity of the data reflected in the report, can be very helpful […]
One of the benefits of the Microsoft Dynamics CRM SSRS pre-filtering capabilities is that you can run a report in context of a record, such as an account, so when you run the report, it just shows data related to that record. Reports can also be embedded in forms with iFrames, and prefiltering is very […]
Sometimes there is a requirement to stop users from being able to export CRM reports. Take away Export to Excel privilege and reports will be displayed without the export button. Dependency on Excel export privilege is, perhaps, a bit unintuitive, and the privilege covers not only Excel but other export formats as well. Privilege is […]
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