Thursday, October 25, 2012

Report not running on more than 25 records


We created  a SSRS on-premise report using CRMFiltered parameter and the report was working fine except for the case when we ran this report on more than 25 records. In that case the report was crashing. When we used Diagnostic Tool then we found the below error.



The error was that it was concatenating the GUID’s instead of separating each other.

 

We found that the CRM FilteredAccount parameter only returns 25 records, not more than that. Hence, to fix this we used CRMAF_filteredAccount parameter and then the report was working fine.

 

Hope this trick helps!!!

 

Monday, October 22, 2012

Filter issue with Excelsheet exported from Report


As we all know, we can export the CRM report in various formats and one of them is “Excel sheet”. After exporting the report in the excel sheet, there are chances that you may not be able to see the filter on certain columns. You will also notice that two columns get merged in single column and have empty columns. Hence there are two issues, one with column filter and other with the merged columns, as you can see in the below :
 

The actual problem is with the report column and not with the excel sheet. The problem in report is the column width. If a column has width more than 1in then it adds a column extra in it.

Now you just need to set the column width to 1in which is default width of a column, which will solve these problems and there will be no extra column or filter issue.
Hope this help while designing the report which can be exported to the excel sheet.

Friday, October 12, 2012

Update Rollup 11 now available!

Update Rollup 11 for Dynamics CRM 2011 is now available for download from http://www.microsoft.com/en-us/download/details.aspx?id=34969

This update includes compatibility with Windows 8 and IE10 besides other fixes. A complete list of this can be found at http://support.microsoft.com/kb/2739504


In addition to this, a few days back new bits for UR10 were made available. These included fix for issues reported from the original version of UR10. This can be found at http://www.microsoft.com/en-in/download/details.aspx?id=30711


Wednesday, October 3, 2012

How to Dynamics CRM

New to Dynamics CRM or already using Dynamics CRM? But do you do CRM the way it should be? Learn to CRM from the experts. 



Roughly around 20 CRM MVP's (I was not one of them) have got together and come out with a collaborative offering called CRMFieldGuide.

To say the least.. Its simple and powerful. CRM is simple and the book will let your CRM be effective by letting you keep it simple.

The book touches upon all offerings/tools related to Dynamics CRM. It is not restricted to explaining the functional concepts of Sales/Marketing and Service. It goes way beyond and includes the entire process right from Installing and Configuring CRM to the Best Practices for customizations and Server Maintenance. It has a total of 25 chapters to touch upon the various topics some of which we generally need to search on the web to find information on like

  • Sharepoint Integration
  • Dynamics Connector
  • Best practices for upgrade from CRM 4 to 2011
  • Understand Solutions to make it work better for you
  • Data Import

Who better than the experts to share with you their collective knowledge in one CRMFieldGuide.

Its a must have for anyone who needs to CRM the right way!

This book was released on October 1st 2012. Grab a copy right now from www.crmfieldguide.com