Category Archives: Reports

Creating an activity report which includes the related people

Ronald Lemmen – CRM, C# and Cme In an activity CRM grid, it is not possible to add attributes from the activity type (letter, phonecall etc) itself. The fields to and from on the entities phonecall, letter, fax are therefore … Continue reading

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Reporting Server will not work after upgrade.

This article Posted by Matt Wittemann seems to cover an issue that we are having. The underlying connection was closed: A connection that was expected to be kept alive was closed by the server. Posted by Matt Wittemann In a … Continue reading

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Scheduling and emailing reports with CRM

David Jennaway wrote this article.——————————- A common customer request is to be able to schedule CRM reports and automatically send the report to one or more users by email. This can be done without the need for any code, but … Continue reading

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Displaying a Report in an IFrame of a CRM Entity Form

Zahara Hirani published the following on his blog.——————————Recently Danny Varghese wrote a blog on displaying related entities in an IFrame of a CRM form. Let’s give it a little twist – Displaying a Report in an IFrame of a CRM … Continue reading

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