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Category Archives: Microsoft Dynamics CRM

Association Membership Software – What is it?

What is an AMS?

Links to articles by Chad Stewart from SmartThoughts 

Articles on Membership Software

What the Heck is Membership Software

The ROI of Membership Software

eBooks on Membership Software

Links to Articles by Wes Trochlil  from Effective Database Management

AMS Articles

An AMS Case Study

 

 

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Book Review: Microsoft Dynamics CRM 2011 Reporting by Damian Sinay

Microsoft Dynamics CRM 2011 Reporting  by Damian Sinay is a great resource for creating and running reports.

The description “Everything you need to know to work with report in Dynamics CRM 2011″ is an accurate representation.  The minute I started reading it, I knew it was exactly what I was looking for.

The book starts out with an introduction to reporting that covers all the basics from report types all the way to Installation and configuration of the “Report Authoring Extension” for Visual Studio.  The second chapter has a great overview of SQL terminology from select to group by.

The third chapter jumps right into creating your first report and publishing using report wizard or Visual studio.

There is information on using SQL Server Report builder from SSRS which the author feels is better than wizard and great if you don’t have visual studio.

There are clear instructions on how to create reports in report wizard, exporting the RDL to modify them and then load them back up to run them.

The books covers more advanced topics such as Contextual Reports, Inline Reports, web resources, the developer toolkit, Dashboards, advanced custom reporting and automation. The book ends with a chapter on failure recovery, authentication and performance and then a final chapter on using the mobile client and the sales process.

I have looked for training guides in the past – but I always had trouble finding books specific to the product but also giving the basics behind reporting services. This book is clear and concise and offers much more information than I expected.

I am looking forward to using Microsoft Dynamics CRM 2011 Reporting book for training my staff on reports in Microsoft Dynamics CRM.

MariAnne Woehrle, Senior Director of IT, CTAM, National Harbor, MD

http://www.packtpub.com/microsoft-dynamics-crm-2011-reporting/book

Outlook tips and tricks for CRM From Mark Margolis blog

Great Outlook tips for CRM

http://markmargolis.wordpress.com/2013/04/29/my-favorite-outlook-features/