Setting up your workstation to write SQL Server Reporting Services Reports for Dynamics 365

Over the years, I have found that there seems to be a lot of confusion around the setup and tools required to create and modify Dynamics 365/CRM SQL Server Reporting Services (SSRS) reports. There are a lot of options for analyzing and visualizing data from Dynamics 365 such as built in views, charts and dashboards,… Continue reading Setting up your workstation to write SQL Server Reporting Services Reports for Dynamics 365

Just how fast (or slow?) is your Dynamics CRM?

I sometimes get emails or phone calls from clients mentioning that they are finding Dynamics CRM seems slow.  Despite the raw computing power of the Azure backend, physical limitations still play a role in technology.  It may be the overall distance of hundreds or even thousands of miles that data needs to be transmitted.  It… Continue reading Just how fast (or slow?) is your Dynamics CRM?

Diagnosing Error Messages on CRM OnPremise

Nothing is more frustrating then seeing a vague generic error message like “An error has occurred, please contact your System Administrator”  As if the System Administrator can tell from that very message exactly what the problem is! For Dynamics CRM, there are a couple of methods to determine exactly what the issue may be. There… Continue reading Diagnosing Error Messages on CRM OnPremise

Issue installing CRM 2016 for Outlook on Windows 10

A while back one of my customers reported getting an issue installing CRM 2016 for Outlook on a Windows 10 machine.  They were getting an error message that the installation has failed due to the fact that the version of Internet Explorer was an earlier version that Internet Explorer 8! From my initial research, this appeared… Continue reading Issue installing CRM 2016 for Outlook on Windows 10

Don’t Google ‘Google’ and don’t name a CRM org “Portals”

I am putting together a fresh development virtual machine image running CRM 2016 for my developer team.  I also wanted to install and configure ADXStudio Portals as we are planning more projects using this technology. I setup Dynamics CRM 2016 and named my default organization “TEST”.  Brought up CRM with no issues.  I decided to… Continue reading Don’t Google ‘Google’ and don’t name a CRM org “Portals”