Microsoft Dynamics CRM Online reporting considerations

Microsoft Dynamics CRM Online has a number of capabilities that allow customers to surface business data that helps them drive decisions and interact with their customers more effectively. Capabilities that are available within CRM Online include: views charts dashboards Microsoft SQL Server Reporting Services reports Microsoft Office Excel integration that allows users to easily build … Continue reading Microsoft Dynamics CRM Online reporting considerations

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How to Enable Hierarchy to Contacts in Dynamics CRM 2015

In a previous blog post "Visualize hierarchical data in CRM 2015" I showed you how to visualize the out-of-the-box hierarchy for Accounts. To enable a hierarchy, you need to have at least one self referential 1:N relationship. After creating the relationship, you can select one 1:N relationship as hierarchy relationship. In this blog post I'll … Continue reading How to Enable Hierarchy to Contacts in Dynamics CRM 2015

Visualize hierarchical data in CRM 2015

Model and visualize hierarchical data to gain valuable business insights Previously, you were able to create hierarchies of related records using self-referential relationships, but you had to iteratively query for the related records. In Dynamics CRM 2015 - expected to be generally available in the fourth quarter of 2014 - new capabilities will let you query and … Continue reading Visualize hierarchical data in CRM 2015