Report Wizard Reports in CRM 2011 and CRM Security Roles

During a recent Upgrade from CRM 4.0 to CRM 2011, we discovered that all SSRS Reports migrated from 4.0 to 2011 without any problems. However, Report Wizard Reports were inconsistent; some Users were able to run them, while others were not. After doing some troubleshooting, it appeared the issue was related more to the CRM Security Roles rather than any specific Users.…

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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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