Dynamics CRM Tip: Get a Count of records using Reports

Reports are among the most interesting value in CRM. The following is some helpful information I dug up which I had hoarded away in the past. Reports  can be used to group records based on a specific criteria and provide a count of records in each group using the Report Wizard. The count option in the Report Wizard groups the records by a count of matching records. For example, if you have 10 accounts created in the month of July and another 20 created in August, and you configure the Report Wizard to group accounts by month, the report will … Continue reading Dynamics CRM Tip: Get a Count of records using Reports

Outlook “Problem communicating with the Microsoft Dynamics CRM Server”

When a user tries to configure Microsoft Dynamics CRM Client for Outlook, by using the Configuration Wizard the following error message is displayed: There is a problem communicating with the Microsoft Dynamics CRM Server. The server might be unavailable. Try again later. If the problem persists, contact your administrator. I love these messages and I only wish I had an administrator to contact besides me. However with the buck stopping here the following KB might be useful. http://support.microsoft.com/kb/2502671 Essentially there is an issue with time on the CRM server which needs to be corrected. It is well documented in the … Continue reading Outlook “Problem communicating with the Microsoft Dynamics CRM Server”

The art of saving a stalled or failed IT project

Ahhh, blue skies and a spring breeze. Faced with an IT project gone wrong, it is often good to stop and smell the blossoms. Changing your mindset may be the first step to a successful outcome. It is not new that IT projects, not unlike other projects, get off track and stall or fail. It often leads to finger pointing and tensions none of which assists in bringing projects to a successful conclusion. Saving these projects and helping the parties work together to achieve the goals has been an area which I have practiced since I became certified as a … Continue reading The art of saving a stalled or failed IT project

Gates and Ballmer Showed Leadership Around Courier

Bill Gates and Steve Ballmer showed incredible leadership managing the transition from the 2008 downturn to preserve Microsoft as a major player in the technology industry today. For those of you unfamiliar with the Courier project at Microsoft it is a product that was cut back in 2008/09 when Microsoft was facing the global economic meltdown. Microsoft faced an unknown future with doom and gloom on every 6 o’clock news channel. At the same time they were on an R&D spending spree which had never been seen before in the history of man. Recent news reports have been critical of … Continue reading Gates and Ballmer Showed Leadership Around Courier