Blog - MS CRM

How to Show SSRS Report as a Dashboard Component in Dynamics 365?

Tue, 05 Mar 2024 18:52:00 GMT

In this blog, we will understand How to Show SSRS Report as a Dashboard Component in Dynamics 365.

Follow the following steps to Show the SSRS Report as in the Dashboard.

First, go to the Reports section from Advanced Find and find the report you want to add. And then click on the name of the report as if you were going to run it.

Remove Date Time stamp from Email Templates in MS CRM

Fri, 13 Oct 2023 18:47:00 GMT

Microsoft Dynamics CRM (now known as Microsoft Dynamics 365) is a powerful customer relationship management tool that allows organizations to streamline their processes and enhance customer interactions. One of its features is the ability to create email templates for communication with clients and leads. However, when using date fields in these email templates, you may find that they display a timestamp by default with the date. In this blog post, we will walk you through the steps to remove the timestamp from date fields in your email templates within Microsoft Dynamics CRM, ensuring your emails look more professional and user-friendly.

Creating a Console Application in C# to Merge Contacts in CRM and Export a CSV of the Merged Records

Mon, 09 Oct 2023 08:50:00 GMT

In this detailed guide, we will create a C# console application to connect to a Dynamics 365 CRM instance, identify duplicate contact records based on specific criteria, merge them into a single record, and export the merged records to a CSV file. We will also log any errors that occur during this process.