Monday 16 February 2009

Filtering Custom CRM reports

Hi Guys

I have had much fun over recent days producing custom reports for our clients and as I am learning and making the reports flashier, I have finally learnt what you need to do to add a filter to your reports.

Firstly, you must alias the tables that you are retrieving data from with CRMAF_, for example

select *
from filteredaccount as CRMAF_filteredaccount

Secondly, if you want to specify which columns you wish to select you include the CRMAF reference in your select query

select CRMAF_FilteredAccount.name
from filteredaccount as CRMAF_filteredaccount

It is very basic I know, but if like me you have spent time creating reports in CRM then editing them in Visual Studio, just to have the filter, this saves a lot of time!

Happy Reporting!

Tuesday 3 February 2009

Vista Business, Pre-release .Net Framework and the Outlook Client - Part 3

So after a weekend of banging my head against a wall, I have finally put to bed the issue of CRM Client not installing on a Vista Business laptop that has had a pre-released version of .Net installed on it... and to be honest it was a simple fix in the end!

Once I had got the .net uninstalled, it was still telling me that it could not install the client, so I took a backup of the registry and started messing around with the .net and ASP keys, which did provide fruition in the end, however if you are going to do this please, please please take a backup other wise you could be in a whole world of trouble!

So once finished experimenting, i simply deleted the entire ASP key from HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft

Then rebooted the machine and carried out the install/config and guess what, it all worked!

So good luck if you have this issue and hope that this helps!