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 →

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 →