Business Intelligence

Dynamics GP – Business Intelligence and Analysis Services Cubes

Recently, I have been doing quite a bit of thinking about Business Intelligence options for Dynamics GP. The biggest challenge here is that we have so many options. Excel Reports, SmartLists, SQL Reporting Services Reports, Anaysis Services Cubes, Management Reporter...and that is just the options available from Microsoft. When you include third party options, the list seems almost endless.The third party options are nice, but I keep coming back to this question: With so many tools available from Microsoft, is it possible to meet all of the BI needs of our customers without introducing new technology?I am very impressed with the Analysis Cubes option available out of the box with Dynamics GP. I worked extensively with this product several years ago when it was WebHouse by Professional Advantage. This was a great solution is even better now. I have been working with it on our internal systems, and I [...]

By | 2018-07-18T11:27:02+00:00 February 21st, 2012|Business Intelligence, Dynamics GP|

Creating Dynamics CRM 2011 Reports in SQL Reporting Services with Pre-Filtering and Default Filters

With the release of Microsoft Dynamics CRM 2011 and the rapid proliferation of through cloud deployments, Microsoft had to make some changes to how SQL Reporting Services worked to make it possible to write SRS Reports without physical database access that could be easily published to either On Premise or Through Cloud deployments of Dynamics CRM 2011. They accomplished that with the release of the Dynamics CRM 2011 Report Authoring Extension--a plug in to SQL Business Development Studio that allows you to select FethXML as a data source when authoring a report in SQL Server Reporting Services.In this blog post, I am going to walk you through creating an SRS Report and publishing that report to Dynamics CRM 2011. I am also going to show you how to enable the report to use Pre-Filtering and Default Filters. What you will see here will work with On Premise and Through Cloud [...]

By | 2018-07-18T11:27:42+00:00 February 17th, 2012|Business Intelligence, Dynamics CRM|

Dynamics CRM 2011 and SharePoint Online – Installing the List Component for Document Management

After completing our transition to Office 365, I was very excited to start using the integration between Microsoft Dynamics CRM 2011 (in the NjevityToGo cloud) with the SharePoint Online piece of Office 365 (in the Microsoft Cloud). This is a fantastic feature of Dynamics CRM and SharePoint that allows you to manage documents for an account directly within a SharePoint Site. You can add/update/view documents in either CRM or SharePoint and you can take advantage of the powerful search capabilities of SharePoint. Here is a great blog article that explains how this all works.However, as I started working on setting this up, I realized that all of the documentation on installing the SharePoint List Component assumes that you are using SharePoint ON PREMISE, not SharePoint Online. And, the instructions for performing the installation DO NOT WORK with SharePoint Online. AND most of the articles in the blogosphere state that SharePoint [...]

By | 2018-07-18T11:27:42+00:00 February 13th, 2012|Business Intelligence, Cloud, Dynamics CRM, Office 365, SharePoint|