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Filtered lookup using web resources

Overview One very helpful option added to Microsoft Dynamics CRM 2011 is the ability to apply custom filtering to a lookup control. This configuration becomes a simple but powerful tool for guiding user input and enforcing business policy. Out-of-the-box, CRM offers a...

PowerView and Microsoft Dynamics CRM 2013

Why would you use a Power View report over using SQL Server Report Services (SSRS) or CRM’s Advanced Find? To create a good-looking, ad-hoc presentation! SSRS requires planning, thus is not an ad-hoc solution. However, using the data retrieved from an Advanced Find...