Summit Group recently had the opportunity to work with one of our banking clients to utilize Microsoft Dynamics CRM in a very unique way (xRM). Taking advantage of Microsoft Dynamics CRM and Scribe we built a reporting solution for easily calculating Loan Loss Reserve Adequacy. Nightly we push all loan data from their Fiserve solution …
Category Archive: CRM Reporting
Apr
29
Context Sensitive Report Filtering Issue
I ran into an issue about a week ago where I was completely unable to get custom context-filtered reports working in my CRM environment. I created an extremely simple test report, since I figured the issue may be due to the complexities of the original report that I was having issues with, and could not …