Monthly Archives: June 2010

Custom MSCRM Reporting in Excel

The ability to dynamically export data from MSCRM to Excel is a very powerful tool as this allows Users of the CRM Solution to build reports and analyse data without development or the more deep SQL Technical Skills required for … Continue reading

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Posted in Uncategorized | 1 Comment

Drop-down Country Selection via Picklist in MSCRM

This old chestnut cropped in up one of my projects recently – is an often requirement to replace the free-text MSCRM Country field with a drop-down list such that users can select a particular country and so avoid incorrect/ambiguous typing … Continue reading

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Posted in Customisation, JavaScript, MSCRM, Technical | 8 Comments

Approaches for Managing Addresses using MSCRM

Have been working with a few clients recently where the topic of managing Addresses has cropped up – particularly when a Client is working with larger Organisations and engaging across a number of Offices which can make managing the various … Continue reading

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Posted in Consultancy, MSCRM, Technical | 3 Comments

Estimating the Estimation

Estimating the amount of time documenting a good business analysis/solution design document will take is never an exact science – often the time required for a good document will take to produce only comes out once you have already started … Continue reading

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Posted in Analysis/Design Documents, Consultancy, Documentation | Leave a comment

Installing Visual Studio for SQL Reporting Services Development

Or Business Intelligence Development Studio to give the full name – I come across a bit of confusion around this as clients and some consultants tend to group this in with Visual Studio whereas Microsoft think of this as a … Continue reading

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Posted in Installation and Setup, SQL Reporting Services | 2 Comments

Lessons from Document Reviews

I produce and review a good number of Scoping, Analysis and Design documents for various CRM Projects – and once a document has been circulated, we will undertake a review period between ourselves and the client to collect feedback from … Continue reading

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Posted in Consultancy, Documentation | Leave a comment