Monday, April 11, 2016

Dynamics CRM Default Custom Report Template

This is a quick tip which may save you some time if you frequently use Business Intelligence in Visual Studio to develop custom reports for Dynamics CRM. You can create a report RDL file and use this as the default template for new reports. Simply create a new report and configure your CRM data source and add any other common items you require such as headers.

Now take this rdl file and overwrite the report.rdl file in the folder C:\Program Files (x86)\Microsoft Visual Studio 11.0\Common7\IDE\PrivateAssemblies\ProjectItems\ReportProject.
Now when you add a new report it will use this as the template. In the example below new report are created with the CRM data source already configured and with a header section  containing

You can use this technique to create a default report template for any type of reports not just custom Dynamics CRM report.

Monday, April 04, 2016

CRM and SharePoint Security Replication

It is now easier than ever to integrate Dynamics CRM and SharePoint and in this post I will explain a security concern with this scenario and how you can use a tool from Connecting Software to overcome this and to the synchronize security settings between Dynamics CRM and SharePoint

In this example I am using server based integration between Dynamics CRM 2016 and Sharepoint online. I first created a SharePoint site called CRM and gave Everyone access to this site. I then configured this as the default SharePoint site in Dynamics CRM.  Now when you select the Associated Documents option for a CRM record you see a view of the SharePoint folder that is used to store all the documents associated with that record. You can now do all the typical SharePoint tasks like adding documents and checking documents in and out. The SharePoint folder get created the first time you navigate to the Documents option for a CRM record when it will you prompt to create the folder.