Issue The following error is encountered while running reports from the Reports section in CRM “Error occurred while fetching the list of data extensions installed on the report server.” Resolution This issue is caused by the following configuration: the current CRM instance is not pointing to the correct Reporting Server URL. In order to... Continue Reading →
As it turns out, database performance issues can easily be created by overdoing the forms. As such, I was just reviewing the SQL Server recommendations, and I found the following interesting fact: with CRM you have roughly 8060 bytes available to store custom fields before theoretically degrading performance. The following list of data types and... Continue Reading →
For the sake of standardizing the format for all system postal codes, I have implemented the following script to re-format the user input of postal codes for both US and Canada. The purpose is to take the user’s input, and re-arrange it to follow a standard format. The comments are self-explanatory. // Function to format... Continue Reading →
Integrating CRM Accounts with LinkedIn is a very easy step. I have found numerous examples on doing this by using a Web Resource, but I don’t like the way it displays in a frame. It looks anything but professional. So I decided there’s got to be a better way of doing this. First off, I... Continue Reading →
As you probably know, the Product has a non-sufficient form for most customers. Let’s have a look at the actual form, and see what’s missing: Now, from what we see, the List Price is what is being used in the system calculations as the price to sell. The Standard Cost could be the MSRP, and... Continue Reading →
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