A New Template for Success? Word Templates vs. CRM Reports (Part 2)

This is the second part of my 2-part series, continuing our evaluation of the new Word Templates feature versus the traditional CRM/SSRS Reports route. Word Templates were recently introduced as part of CRM 2016, and are one of the big new features that has got me really excited about the future of CRM. What I am keen to [...]

A New Template for Success? Word Templates vs. CRM Reports (Part 1)

For those who have done a lot of work previously creating bespoke document templates within CRM, the only effective way in which you would traditionally do this within CRM was via a Report. For the uninitiated, reports are .rdl files that are created within CRM (for very basic reports) or via SQL Server Data Tools [...]

Upgrading to Dynamics CRM 2016: Observations & Experience

A slightly shorter blog post this week, as I have spent the majority of the weekend upgrading our CRM Online instance to 2016 🙂 Due to the size of our current deployment and, because some of the new features such as Word Templates and Solution Patches will help make a real difference for our end-users/CRM Administrators, [...]

Checking CRM Solution Import Progress (On-Premise/Online)

When working with CRM extensively across multiple environments, you do start to get into a fairly regular rhythm when it comes to completing key tasks again...and again...and again. One of these tasks is the process of rolling out a Solution update. To briefly summarise, this is where you export an updated version of your solution [...]