From the Microsoft Dynamics 365 CE/CRM blogs: Unreliable reporting; Display rule still exists; D365 Sales for manufacturers

In this week's Microsoft Dynamics 365 CE/CRM blogs: 

• When reporting becomes unreliable and what to do about it
• Display rule still exists after removing it
• D365 Sales for manufacturers: Connect opportunities, quotes, and ERP data

When reporting becomes unreliable and what to do about it

On the New Dynamic blog, Travis South wrote that Dynamics 365 Customer Engagement reports can become unreliable when employees fail to update sales opportunities or business units use different methods to calculate revenue. 

He noted that incorrect filters, outdated Power BI data, and differences in user permissions can also cause reporting problems.

South stated that to identify the cause, companies should compare the figures in question with the underlying CRM records and review report settings, filters, and user permissions. This can help them determine whether they need to correct the report, update the data, or improve how employees maintain CRM records.

In his post, South explained what companies can do about unreliable reporting.

Display rule still exists after removing it

On the Himbap blog, Mahender Pal asked if you've ever made changes to a customization in D365 CRM or Power Platform, only to find that the changes didn't work as expected. For example, you might add a display rule to a ribbon button and use a managed patch to move the changes to another environment.