This will probably be old news to most of you, but for those who are just starting with CRM, you should have a methodology in place to test your customizations as a normal user. The Basics You should have at least one test user for each role in which normal users exist. Normal being not-CRM […]
Continue readingToday I thought I’d share what I think are some best practices when working with CRM’’s customization files. Procedure When exporting customizations for either edit (ISV.Config or Site Map ) or transport, I always save them to disk so I have a reference copy of the customizations. Location Pick a specific folder on your […]
Continue readingThe final installment in this series contains miscellaneous SQL functions. You may wish to review the following articles before proceeding: CRM 4.0’s Built-in SQL Functions (Part 1 of 5) CRM 4.0’s Built-in SQL Functions (Part 2 of 5) CRM 4.0’s Built-in SQL Functions (Part 3 of 5) CRM 4.0’s Built-in SQL Functions (Part 4 of […]
Continue readingIn this section, we’ll cover year-related functions. You may wish to review the following articles before proceeding: CRM 4.0’s Built-in SQL Functions (Part 1 of 5) CRM 4.0’s Built-in SQL Functions (Part 2 of 5) CRM 4.0’s Built-in SQL Functions (Part 3 of 5) dbo.fn_BeginOfLastYear Returns the beginning date and time for last year. […]
Continue readingToday we are continuing on with part three of our series on using CRM 4.0’s built-in SQL functions. You may wish to review the following articles: CRM 4.0’s Built-in SQL Functions (Part 1 of 5) CRM 4.0’s Built-in SQL Functions (Part 2 of 5) Note: The date used in the following example is 2009-08-16. […]
Continue readingAs we continue onto the second article in our set, you may wish to review the previous article: CRM 4.0’s Built-in SQL Functions (Part 1 of 5) Note: The date used in the following example is 2009-08-16. dbo.fn_BeginOfLastWeek Returns the beginning date and time for last week. This function requires a valid datetime […]
Continue readingAs I mentioned in a previous article, CRM 4.0 includes a group of user-defined functions that are commonly used within SQL Reporting Services reports to query CRM data. I first noticed these functions when modifying a report created using the CRM Report Wizard. That got me to thinking that I needed to explore these functions […]
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