Month: October 2014

What a Horse has Taught Me About Leadership

For those of you that know me on a personal level, you know that I own a Thoroughbred Rescue Farm and that I also compete in Eventing in my spare time.  Being around and working with horses can teach you a lot about yourself.  You have to learn how to communicate with a 1000lb+ animal.  It first starts with building trust.  And once gained, the horse will look to you to be their leader. 

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5 Ways to Speed up BI360 Reports

Regardless of the report writer you are using, the most commonly asked question is, “How can I get my reports to print faster?” There are some options in the build of the reports that can help with performance.  Here are my top five ideas on how to get your BI360 reports in running time!

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Custom CRM Reports with External Data

Perhaps you wish to provide your Sales Reps with the Customer Statement from Dynamics GP or a report which summarizes order history. We would be able to use pre-filtering to only pull orders in GP for the Account in question or if your Sales Rep is on the road, still allow them to print out a Customer Statement without having to us a VPN to access GP. Great! So, I’ll just upload the report I created into CRM and be able access my external data. Not so fast.

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