Tag: Best Practices

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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April 4, 2016

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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February 24, 2016

How to Create a Balance Sheet in Management Reporter Without Closing Out the Year in GP



When you get to a new year in GP and have not yet closed your fiscal year, you will need to make some modifications to your column on your management reporter to run a balance sheet.  When you close your fiscal year in GP, this is the process that rolls the beginning balance forward for the new year.  If you have started your new year and have not yet closed the fiscal year, it is still possible to run a balance sheet with the beginning balance.  You will need to make modifications to your column on your balance sheet report.

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February 17, 2016

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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January 18, 2016