Monday, June 10, 2013

CRM 2011 SSRS Drill down reports

While the CRM 2011 OOB report wizard will suffice in many cases, there are specific reasons to go the custom SSRS route. In this post, I will talk you through the creation of a drill down report using a summary table.

Create a summary table of the number of incidents categorized by Subject. The incident count should list the incidents, and the user should be able to open the individual incident by clicking on the ticket number

Tuesday, June 4, 2013

Adding a sever to an existing CRM 2011 intallation

Recently I had a harrowing experience trying to add a front end server to existing install. The existing CRM 2011 setup had UR 12 rollup update applied on the Front End, Back End and SSRS Server. When trying to install the front end role on a new server, I kept getting the following error in the Installation Wizard: "The Product key is not compatible with installed version of Microsoft Dynamics CRM".