Knowledgebase

Welcome

Welcome to my knowledgebase, which contains snippets of information that I find (mostly about Microsoft Dynamics 365/CRM) and then forget.

You are most welcome to browse and if any of the information helps you in your work with Microsoft Dynamics CRM then that is great.

Use the search box or the tag links to search for articles.

I’m an experienced Microsoft Dynamics 365/CRM Consultant and Microsoft Certified Trainer available for hire on an ad-hoc basis. Please contact me to see how I can help with your Microsoft Dynamics project. Find out more about me.

Recently updated articles

Partner competency requirements for CRM


29 Oct 2012

This link describes the Partner competency requirements:

https://partner.microsoft.com/global/program/competencies/40125141

Gold Competency

Six unique MCPs are required who must between them must have passed all of the following exams:

Republish CRM 4.0 Reports


29 Oct 2012

If the CRM reports get removed from the SQL Reporting Services Server they can be republished at the CRM server by using a command-line program. Navigate to the CRM installation folder, usually C:\Program Files\Microsoft Dynamics CRM and then to Tools. Within this folder run the following command:

C:\Program Files\Microsoft Dynamics CRM\Tools> PublishReports "organizationname"

where organization name is the internal name of the CRM organization (as found in Deployment Manager).

Report Errors - Execution 'random string' cannot be found


29 Oct 2012

When CRM and SQL/SQL Reporting Services are on different computers, problems with trust for delegation may occur.

The SRS Data Connector should sort out these errors. However, I did have a situation where reports via CRM did not work but they did in Report Server.

In conjunction with Microsoft Product Support, I discovered I had to change a delegation setting on the computer account for the SQL Server.

In Active Directory, open the computer account for the SQL Server and

Activities Report and Activities Detail Report - Circle Colours


29 Oct 2012

The out of the box Activites Report only shows activites that are regarding Opportunities and Cases.

The report includes an option to show all. This uses the Activities Detail report which includes colour coding against the activities.

By analysing the rdl file for the report the following sets the colour circle to show:

IIf(Fields!scheduledend.Value>DateAdd("d",7,Now),"ballgr",IIF(IsNothing(Fields!scheduledend.Value),"ballgr",IIf(Fields!scheduledend.Value>Now,"ballyl","ballrd")))

Pages