Reports on Apple Mobile Devices
According to Microsoft TechNet, accessing reports is not available through a mobile device such as a tablet or phone. “Using Microsoft Dynamics 365 on a
April 18, 2017
Tag: SSRS
Crystal Reports vs SQL Server Reporting Services
I use SQL Server Reporting Services (SSRS) when I want to build reports. I have enjoyed working with it since I started tinkering around with
February 8, 2017
Power BI Visuals in SSRS 2016 Web Site
Yesterday, January 17, 2017, Microsoft released the Power BI reports in SQL Server Reporting Services (SSRS) technical preview. I downloaded the technical preview and installed it
January 18, 2017
Setting up Security in Microsoft Dynamics GP
In this blog, I wanted to address the various aspects involved in Microsoft Dynamics GP security. There are several levels of security within Microsoft Dynamics
December 6, 2016
What software will work for me?
As technical consultants, we often are asked, “I have [insert problem here]. What software should I use?” If the answer were this simple, our jobs
November 25, 2016
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
April 4, 2016
What’s New with Microsoft’s BI Stack
Microsoft has made a large investment in BI in 2015, both on-premises and in the cloud. BI offerings across Datazen, R, Excel, Power BI and coming to SQL Server 2016 are huge. Microsoft released a public BI roadmap on where they are headed with their BI stack. Microsoft’s simple goal is to put the power of data in the hands of every business user. This simple goal is inline with the #1 top ranked IT priority according to Gartner.
January 27, 2016
How to Set Default Parameters in SSRS Reports Based on CRM Roles
I enjoy working with SSRS reports and learning new things to help me build out reports that meet our clients’ needs. When a client comes to me with an interesting way they want something displayed or a request for a feature that is unknown to me, I jump at the chance to do it. I love a new challenge and it acts as a learning experience as well. A recent request came to me that required a little creativity on my part. It was to modify the default value of certain report parameters based on the security role the User had in CRM.
December 14, 2015
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.
October 2, 2014
