To Online or Not Online: Factors to Consider when Comparing CRM Online/On-Premise

For those businesses or individuals who are currently considering Dynamics CRM, one of the decisions that you will ultimately need to make is regarding whether you intend to use CRM Online or CRM On-Premise. For those whose first reaction to the previous statement is "Say what?", heres a brief breakdown of the two different options: [...]

Opening Individual Dynamics CRM Records from the Sitemap Area

One of the great things about developing bespoke solutions for CRM is the ability to make changes to the sitemap navigation. For the uninitiated, the Sitemap is this area within CRM: The areas and individual buttons can be modified to suit most requirements for organizations, to include links to custom entities, external applications or to an internal [...]

How to embed a non-CRM SSRS Report into a CRM Form

The Scenario: You are running CRM Online in conjunction with some legacy database/application systems. These systems are setup with a SQL Server Reporting Services instance that is looking to either an SQL Server, OLE DB etc. database. The Problem: You need to make data from your legacy systems visible within your CRM. The information needs [...]

Modifying System/Custom Views FetchXML Query in Dynamics CRM

Working with Dynamics CRM can present some interesting challenges. What you tend to find is that you can pretty much say "Yes!" when it comes to doing most things you would expect from a CRM/database system, but there is a learning curve involved in figuring out the best approach to take. Often, as well, you may [...]