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Powerful Reporting with Excel Templates

Published on February 18, 2016 By The xRM Writing Team

Great news for you analysts and visualization gurus out there! With the recent release of Microsoft Dynamics CRM Online 2016, it has never been easier to deep dive into your data thanks to the new Document Generation feature. As expert Microsoft Dynamics CRM consultants, we at xRM can’t wait to help our clients leverage Document [...]

Editing Multiple Records in CRM Online with Excel Online

Published on October 23, 2015 By The xRM Writing Team

Editing multiple records in Microsoft Dynamics CRM at once hasn’t always been the easiest of tasks. It’s a common request of our developers at xRM (www.xrm.com) to find ways to update existing data without third-party solutions. Bulk editing has always been supported, but every included record had to take the same new value. If you [...]

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