Getting your Dynamics CRM/Dynamics 365 for Enterprise System GDPR Ready – Part 5: Managing Subject Access Requests with Word Templates

This is the final post in my 5 part series focusing on the practical implications surrounding the General Data Protection Regulation (GDPR) and how some of the features within Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E) can be utilised to smooth your organisations transition towards achieving compliance with the regulation. In this week's post, we will [...]

SQL Server Error When Downloading Word Template (Dynamics CRM 2016/Dynamics 365 for Enterprise)

Often, when working with the latest features as part of Dynamics CRM/Dynamics 365 for Enterprise (CRM/D365E), it very much feels like handling a double-edged sword. Whilst the functionality they bring to the table is often impressive, there is typically scant information available when things go wrong - either through official channels or via online forum/blog [...]

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 [...]