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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.

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December 14, 2015

KTL Holiday Party

Maryland in December brings with it an almost whimsical atmosphere.  From the crisp winter air, the carolers in small towns, and the busy streets filled with holiday lights, it makes every moment have a feeling of happiness towards another successful year. The KTL Holiday party is no different. Employees from across the country fly in to celebrate 12 months of team success with a party in their honor. 

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December 9, 2015

Microsoft Dynamics GP 2015 Purchasing All in One View

In Microsoft Dynamics GP2015, there are several new features.  One that may be useful is the Purchasing All in One View.  After selecting the appropriate vendor, this view enables the user to view Purchase Orders, Receipts, Invoices, Payments, and Returns. 

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December 4, 2015

How to increase profits and sales using CRM

Many times business executives get caught up in the details and miss the big picture. How do I increase sales, profits, and productivity? The answer might be right on your computer. Using Dynamics CRM, many options are available to easily and quickly increase your company's bottom line. Catching the attention of the Executive or Business owners in how to achieve better sales and profits and make more money is sometimes easier said then done. CRM is a company wide tool using technology to support a business strategy to improve, analyze and automate company sales, customer services, and marketing by combining them to improve the sales and profits of the company.  

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December 4, 2015

CRM = Create, Reach out, Money

Business today requires fast, accurate action, not reaction. Many of the features available in Microsoft Dynamics CRM will help facilitate those goals and lead to overall success in your business. This is more imperative than ever in today's instant gratification world. Dynamics CRM has multiple features to help accomplish this….fast!

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December 2, 2015

How to track projects using CRM

 

Before I present the options and the different ways to track projects in CRM, let’s look at the different aspects of project management that would be needed in any organization. 

  1. Resource Scheduling 

  1. Project planning &tracking 

  1. Time & Expense entry 

  1. Ap

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November 24, 2015

Riddle Me, Query Me: Asking the Right Questions.

Everybody has dirty data. If you are lucky, on a normal business day it isn’t noticed very much, if at all. But, during a data migration, it can cause more than an embarrassment. It can cause a whole implementation project to come to a stop. Or, in extreme cases, it can make the whole dataset unusable. 

 

Business data is valuable. Data is wanted for the convenience it brings. And, data is needed for legal reporting requirements. We can’t just throw dirty data away. We must respect the body of knowledge.  

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November 23, 2015

Modification to Bulk Update the Parent Account: MSFT Dynamics CRM

No one enjoys opening up each record, one at a time, to update a field with the same value in your company’s CRM. This is why the bulk edit feature in Microsoft Dynamics CRM is such a great tool, especially if the field you need to update is a Lookup field. This ends up saving a bunch of clicks and ultimately, time. One thing I never really noticed though, is that while most fields can be edited there is one on the Account that stood alone. The Parent Account. Since I hadn’t had a need to ever update this field en masse myself it wasn’t until a client wanted to change the Parent Account on multiple records that I realized CRM has the lookup link grayed out. Meaning, Read More »

November 20, 2015