Category: CRM

Best Practice for Building CRM Queries in an SSRS Custom Report

When writing a custom SSRS report for CRM, one of the greatest features is the ability to include pre-filtering in your reports.  By adding the CRMAF_ prefix to the alias assigned to the table you are querying, it will pass your selected CRM records as the context for your report. E.g.:

SELECT * FROM FilteredAccount AS CRMAF_Account

When writing a custom SSRS report for CRM, one of the greatest features is the ability to include pre-filtering in your reports.  By adding the CRMAF_ prefix to the alias assigned to the table you are querying, it will pass your selected CRM records as the context for your report. E.g.:

SELECT * FROM FilteredAccount AS CRMAF_Account

When writing a custom SSRS report for CRM, one of the greatest features is the ability to include pre-filtering in your reports.  By adding the CRMAF_ prefix to the alias assigned to the table you are querying, it will pass your selected CRM records as the context for your report. E.g.:

SELECT * FROM FilteredAccount AS CRMAF_Account

When writing a custom SSRS report for CRM, one of the greatest features is the ability to include pre-filtering in your reports.  By adding the CRMAF_ prefix to the alias assigned to the table you are querying, it will pass your selected CRM records as the context for your report. E.g.:

SELECT * FROM FilteredAccount AS CRMAF_Account

When writing a custom SSRS report for CRM, one of the greatest features is the ability to include pre-filtering in your reports.  By adding the CRMAF_ prefix to the alias assigned to the table you are querying, it will pass your selected CRM records as the context for your report. E.g.:

SELECT * FROM FilteredAccount AS CRMAF_Account

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Using MS CRM “IPluginExecutionContext” to Tackle Business Needs: A 3 Part Series

The “IPluginExecutionContext” contains a property called “MessageName.” This is the name of the message that was called to perform the action. Here is a link to a list of messages: https://msdn.microsoft.com/en-us/library/gg309482.aspx .   I couldn’t find my original source for this, so you can assume that each message name is just the class name listed without the request at the end. The one we are interested in is the “ConvertQuotetoSalesOrderRequest” or the “ConvertQuoteToSalesOrder” message. This is what is called when you click the “Create Order” button and can be called through the API as well. So to figure out if that is what is creating our sales order we would simply need to traverse the parent context list and check to see if the “MessageName” property equals “ConvertQuoteToSalesOrder”. Here is a code snippet to do that. 

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Using MS CRM “IPluginExecutionContext” to Tackle Business Needs: A 3 Part Series

STOPPING A SALES ORDER FROM BEING CREATED

Stopping an operation using a plugin is a simple process. All you need to do is throw an exception, but its best to not just throw any exception. CRM provides the “InvalidPluginExectionException” that allows you to pass in a message that will get displayed to the user. Using that, we can alert the user that the action they took is not allowed and guide them in the direction of the correct way to create an order.

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Dynamics CRM: You’re Only as Good as Your Data

Microsoft Dynamics Customer Relationship Management (CRM) is a fantastic tool for managing customers, accounts, cases, opportunity, sales people, etc. The possibilities with CRM are endless, which is why we often refer to it as xRM (the x can be anything you want it to be). As a CRM implementation, support, and development partner we often get questions from customer starting out with, “Can CRM do (insert request here)?” And the answer is usually, “Sure it can, but the question really is ‘Do you have the data to support a function like that’?”

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Best Practice to Migrate Data into a New Dynamics CRM System

I often do CRM demos using the CRM trial for a couple of reasons.  One, the trial only takes a minute to spin up, and secondly, each company I demo I try to tailor the presentation to their company.  I find it easier to create a new environment than to demo and clean up a permanent demo environment.

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CRM 2016 SMS Marketing

What can the new SMS (Short Message Service) Marketing feature in CRM 2016 do for your company? The new SMS feature allows your marketing department/marketing staff to become truly mobile. It allows your marketing department to step into the modern era. Marketers within your company can now create powerful SMS marketing campaigns. They will be able to integrate this feature into the already existing multichannel campaigns running within your establishment. Dynamics CRM 2016’s new SMS feature will support both outbound and inbound SMS marketing in select markets.

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Professional Services Using CRM

In the past, professional services technology systems were closely tied to ERP systems, sometimes baked right in, sometimes as a third party product.  The common practice was to utilize the ERP’s architecture, database and financial modules to create a full-featured financial project management system that could produce very granular financial metrics.  I recently wrote about an evolution taking place whereby professional services technology applications can now work using CRM systems, and the advantages/disadvantages of doing professional services in ERP or CRM based technology.   

 

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Correcting a Duplicate User in Microsoft Dynamics CRM



It was the perfect storm that unfurled to cause this commotion that had us spinning our wheels for a while. A User left the company and had been deactivated in CRM (we’ll call this record User1). Due to policy (I’m guessing policy, as I have heard the practice is not recommended) the user Account was deleted in Active Directory (AD). Well, lo and behold, this User decided to return to the company within a few months of leaving. When the Administrator attempted to reactivate the User within CRM, they were unable to because the User was no longer in AD; the User was added again in CRM (the new User record will be User2). After this the User was once again set up within AD, but any attempt to log into CRM failed.

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2016 – What to Watch for as the Cloud Impacts Your Technology Partner’s Value

This is going to be about how the cloud is automating much of what IT  did, (networks, maintaining emails, managed services) and how your technology partner will be giving you much higher value services instead.


Remember when you owned your own servers, connected your users via a network software and had some IT staff (or some outside IT firm) tell you when something was wrong, something needed to be updated or something was down?  

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