Posts Tagged 'Configure'
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Posted @ 10/24/2012 7:50 AM By Geoff Ables
The latest update rollup for the Dynamics CRM 2011 client fixes some compatibility issues with Outlook 2013. However, we are finding some issues with users that have upgraded from Outlook 2010 to Outlook 2013. There was a similar issue w...
Posted @ 7/6/2010 9:45 AM By Geoff Ables
The failure to understand and execute an effective activity management process is a leading cause of poor CRM adoption. There are a variety of issues that can make activity management confusing and frustrating for users in ANY CRM system.&...
Posted @ 4/18/2010 8:38 PM By Geoff Ables
We are frequently asked if each user - or even different business units - can have completely personalized menus in Microsoft Dynamics CRM 4.0. With a little bit of work on the SiteMap XML file, you can give your users a lot of options for a menuing...
Posted @ 11/6/2009 9:36 AM By Sue McAlexander
You may notice that when you use bulk edit on Contacts, the Parent Customer field is disabled, not allowing you to assign an Account to a group of Contacts. You can enable this field by following the instructions included in this post...
Posted @ 10/28/2009 1:36 PM By Sue McAlexander
There are several nice examples that show how to clone a record in MS CRM. Most of the examples I found cloned native entities: Cases, Contacts, Opportunities, etc.
Read this entry to see how to clone a custom entity - and deal with some o...
Posted @ 8/4/2009 7:42 AM By Geoff Ables
We implemented a workflow that was frequently failing with a message stating "the text entered exceeds the maximum length." Fortunately, the fix was fairly easy.
[Read the full entry for more information]
Posted @ 2/26/2009 3:17 PM By Matt Wittemann
Back in 2007 I developed a solution to show Windows Explorer directories and folders inside an iframe on a CRM form. I blogged about it for the Microsoft CRM Team blog on MSDN. Filebrowser allows users to directly access files and folders in a shared dire...
Posted @ 2/10/2009 2:45 PM By Matt Wittemann
We use queues in Microsoft CRM 4.0 to receive email for various sales and customer service functions. I recently set up a new queue and, when I tested it, I found that it was not receiving email at all. This led me to test our other queues, and, much to m...
Posted @ 6/12/2008 12:06 PM By Matt Wittemann
When working with Contact records in Microsoft Dynamics CRM, you might find it frustrating if someone asks you to send them the address of a particular contact. You either have to re-type it or copy it line by line. To save yourself the headache, use the ...
Posted @ 4/3/2008 2:38 PM By Matt Wittemann
CRM 4.0 now offers the ability to turn off the tracking token and still track most email messages.