Creating Pivots From Excel Exports of Reports Made With the Report Wizard

There is an error generated when users try to pivot on an Excel export generated from a report made with Ad Hoc report wizard in CRM: “The PivotTabIe field name not valid. To create a PivotTable report, you must use data that is organized as a list with labeled columns. If you are changing the name of a PivotTabIe field, you must type a new name for the field.” To reproduce the...

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Duplicate Detection Rules Automatically Unpublished

I have been discussing the need for some duplicate detection rules for our custom entities with a client. I created them. I published them. I tested them, they worked great, and I deleted the duplicate records in our test environment. A few days later the testers noticed there were new duplicates in the system, so I checked and the duplicate detection rules I had created were unpublished in...

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