Classify It with the Subject Tree

August 26, 2010

Classify It with the Subject Tree The Subjects Tree in Microsoft Dynamics CRM 4.0 helps classifying records to subjects. Classifying records allows users to easily find data and can be used to produce quality reports. Out of the box, the Subjects Tree is used to classify Cases, Products, Sales Literature and Knowledge Articles. Many legacy applications use a combination of 3 related combo fields to fully classify records. This force the user to go through a long series of clicks which usually ends with meaningful value in the first field and random data...
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Reporting with Microsoft Dynamics CRM 4.0 – Harnessing the Dynamic Pivot Table

August 23, 2010

Reporting with Microsoft Dynamics CRM 4.0 - Harnessing the Dynamic Pivot Table Excel Pivot Table is an incredibly powerful reporting tool, as it allows any user to quickly design a report that reveals valuable insights by combining different dimensions of an otherwise flat data table. Combined with Microsoft Dynamics CRM 4.0 dynamic Pivot Table feature, it supplies a powerful reporting option. Once a user has built a dynamic report using Excel, he can attach the file as a CRM report and share it with other users or the entire organization. This report can than be consumed via the Microsoft...
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