Microsoft Certified Partner : Microsoft Dynamics CRM
You are at Blog
 
QoS-IT Blog - Latest Articles

When report’s design is completed, you can then publish the report in Microsoft CRM or schedule the report to be automatically emailed to other users in the organization or to customers (refer to post: Schedule automatic Email delivery of reports)

Click: Workplace>Reports>New
Select: Report Type=Existing File
Browse & upload the .rdl file created in Visual studio
In the Categorization section:
select: Related Record Types as Cases
Select: Display In as “Lists for related record types” to display the report in the Case entity
Click: Run Report
The option to modify the Report Filtering Criteria is available before you run any report
To save new filtering criteria:

Select the report

Click: More Actions on toolbar

Select: Edit Default Filter 
Edit report filter as required

Click: Save Default Filter

Read More »

This is a general purpose Auto Numbering plug-in for use with workflows for any CRM entity.
The workflow plug-in is a dll file named as: ASK.AutoNumber.dll which needs to be registered using registration tool PluginRegistration.EXE
Both files, ASK.AutoNumber.dll and PluginRegistration.EXE should be downloaded and saved in this directory:

C:\Program Files\Microsoft Dynamics CRM\Server\bin\assembly

Download ASK.AutoNumber.dll
 

If you don’t already have the PluginRegistration.EXE file saved on CRM server (at the above directory) then

Download PluginRegistration.EXE

Step 1: registering ASK.AutoNumber.dll

Run PluginRegistration.EXE as administrator
Set up connection to Microsoft CRM (two steps process)

Read More »

By: Anton Avila, Process Manager for R-Group International Pty Ltd

Download RFC Entity

Often the discussion topic with Management Stakeholders comes up – “So when will our new toolset be ready?” Well that depends... comes the answer. What do we want to use it for?

If you’ve ever given that response, and been met with blank looks or vague business-speak for your trouble, you’re certainly not alone. In fact, most Best Practice adherents out there will tell you it’s a common fault in many organisations; trying to align the way you operate to the toolset after you’ve chosen it, rather than the infinitely more sensible approach of choosing (and then configuring) your toolset to support your existing operations and processes (and the processes you think you’ll be adopting in future as your organisation matures).

Taking this “Toolset supports the Process” approach gave us at R-Group a challenge recently in regards to ITIL Change Management. One of the few ITIL process areas to really gain traction in Western Australia to date (and indeed a primary process driver in the rest of the IT industry in Australia), Change Management really does represent the elephant in the room. But why does it represent such a challenge if everyone acknowledges just how important it is?

The key to any Process implementation is that the Process needs to be Effective, Efficient, and Responsive. This isn’t just for the sake of service delivery; it’s also just as important for the sanity of your own personnel. After all, if the way your organisation implements Change Management (and thus builds the tool to support the implementation) isn’t these three things, will your people use the process? If they don’t use it properly because it’s unwieldy (responsiveness), time consuming (efficiency), and just doesn’t deliver the results it’s supposed to (effectiveness), how can you expect your service delivery to your customers to be what you want it to be?

We took the perspective that we wanted Change Management to be as easy to use as possible. This means documenting as many types of minor, low-risk/impact Changes that we otherwise make every day as pre-set procedures; this allows our team to use the QoS-IT customised ‘Outage’ entity for a lot of general maintenance work... For the technician it means no mess, no fuss; a minute or two to log their ‘Outage’ ticket and they’re done with their administrative requirements.

Read More »

image

Q-Project is project management software developed for Microsoft CRM to be release November 2010.

Q-Project is the ideal tool for planning, monitoring & control of projects in the known environment of Microsoft CRM

Identify and define the products and services needed to achieve the project objectives. Break down the work needed to deliver the products and services into separate work packages. Define the responsibilities of the individuals who will deliver the work packages. Construct a schedule...

Read More »

Blogs
Calendar
Search
 

 Call to Learn More: 1300-50-68-48
All trademarks are property of their respective owners.

 
Privacy Statement | Terms Of Use | Login | Copyright 2009 by Ask Software Solutions