CRM Pre-Filtering is a very useful option that can be enabled on CRM reports to make them context sensitive and to allow the report to be filtered using the Advanced Find functionality.
Have you ever been asked by someone to get a list of contacts having birthdays during a certain time period from CRM? If so what have you done to perform this task? Within the application, birthdays are tracked on Contact records as a single date (including year).
One of the well-known features offered in Microsoft Dynamics CRM v4 is export data to Excel as a dynamic worksheet, a dynamic pivot table, or even to a static worksheet.
Why do I not see any linked entity columns data in either advanced find or by customizing system views for Activities (Emails/Appointments etc…) (after adding related entity columns)? Problem: Microsoft Dynamics CRM 4.
There are many different factors that affect performance when implementing a CRM system; the hardware, network, infrastructure, business processes, system configuration, ect.
This post will give you some steps and links to additional information on troubleshooting the different errors you may seen when clicking Test Access to test the configuration of the e-mail router.
CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective, blogs about BI solutions.
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