Some of my customers use Microsoft Excel or Access to pull data from the CRM system in order to produce custom reports, or in one instance, to interface with a third-party bulk-email application.
CRM 3.0 has a set of SQL Database Views, called Filtered Views, that are constructed in such a way that CRM Security roles are […]

I ran into a very strange issue last week at one of our local customers.
One of the users was receiving an error when she attempted to access the Workplace Reports group.
It turns out, that for some unknown reason, she was not part of the Active Directory security group ReportingGroup, which is used by CRM to […]

When you are creating a CRM report involving an address block, you will need to take into account the fact that most of the time, the additional address lines will be blank.  Since it is generally bad form to have extra blank lines in your address block, we need a way of only adding those fields […]

So this afternoon, as we're going our customer a demo of their system ( of course ), we noticed that two of our reports had magically disconnected themselves from their data sources.
I have no idea how this happened, but when you ran the report, you got an SRS error mentioning an invalid the data source […]

If you are working with SRS and need to combine two CRM fields together, but having each on its own line, use the following expression:
=Fields!ShipToName.Value & vbCRLF & Fields!ShipToAddress.Value
vbCRLF is a special system constant that contains the values of carriage return and line feed characters.