Upon opening a report with a pre-filter, you expect to be presented with a query builder that will allow you to search for accounts, contacts or other CRM entity by location, owner, or any other field on the respective entity. Something that looks like this:   What do you do then, when instead you see this (and only this. ...

Each Campaign created using the CRM Marketing Module can have Planning Tasks associated with it. Sorting for the default view of these Planning Task is on the column Name. For many, it may make more sense to sort this view by Due Date, with those Due in the nearest future (or past) at the top of the list (ascending). Simple, ...

When installing CRM 4.0 (or upgrading from 3.0) in an environment where SQL Server, SQL Reporting Services and CRM will all be on separate physical machines, you must use the Microsoft CRM Data Connector to bypass authentication issues. Once you’ve done this, your servers will all be able to communicate without issue and your reports will work ...