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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 [...]

Quick Admin Tip: Share Charts and Views in Microsoft Dynamics CRM Online

Published on February 2, 2016 By The xRM Writing Team

Microsoft Dynamics CRM Online can be intimidating to new users. It is such a powerful platform with a plethora of features that getting newcomers to adopt it can sometimes be an uphill battle. Collaboration is a key ally for battling this resistance. Getting every single user to a high level of proficiency with the system [...]

Query Relational Operator “Gotcha”

Published on January 19, 2016 By The xRM Writing Team

As a robust relational-database platform, Microsoft Dynamics CRM Online offers numerous tools to sift through data. The Advanced Find tool is arguably the most robust as it allows users to create ad-hoc queries that can be saved and shared with other users. At xRM (www.xrm.com), Advanced Find is often one of the first things we [...]

Modifying Global Search in CRM Online

Published on December 7, 2015 By The xRM Writing Team

A Microsoft Dynamics CRM Online instance can amass quite a complex database over time as users continue to input data. It’s important for users to be able to find their data quickly later. CRM Online has seen improvements in its search capabilities over the years, especially with the introduction of the Global Search feature in [...]

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