Microsoft Gold Cloud CRM and Gold Cloud Platform Partner

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...