Knowledgebase

Welcome to my knowledgebase, which contains snippets of information that I find (mostly about Microsoft Dynamics CRM) and then forget.

You are most welcome to browse and if any of the information helps you in your work with Microsoft Dynamics CRM then that is great.

Use the search box or the tag links to search for articles.

About Me

I’m an experienced Microsoft Dynamics CRM Consultant and Microsoft Certified Trainer. Find out more at http://www.fkcrm.co.uk

Recently updated articles

Change name of the root business unit


29 Oct 2012

It is not possible to change the root business name for a CRM organization after installation using the application. But what if you have installed CRM with the wrong root business unit name or need to change it after installation?

There is a way round this if you follow these steps. But please make sure you read and understand completely what has to be done and also make sure you have sufficient backups in case things don't work out.

Multiple relationships between the same entities cause multiple lookups to be populated with the same value


29 Oct 2012

Imagine that you create multiple relationships between Accounts and Contacts. This will create several lookup attributes on the Contact entity which may be added to the Contact form.

When a new contact is created within an Account all the lookup attributes will be populated with the name of the Account. Often this is not desirable but according to this article, http://support.microsoft.com/kb/946599, this is by design.

Can Custom Activities synchronize with Outlook?


29 Oct 2012

Microsoft Dynamics CRM 2011 introduces custom activities. However, custom activities cannot be configured to synchronize with Outlook records.

Are duplicate security roles allowed?


29 Oct 2012

I recently discovered in CRM 2011 that it is possible to have security roles with the same name in a Business Unit.

For example, imagine a simple business unit scenario where the root business unit is called BU1 and there is one child business unit, BU2.

Create a security role in BU1 called Manager. The Manager role will also be available in BU2 as an inherited role. If you try to create a role called Manager in BU2, the application throws an error, Role Error - The role already exists.

Using the CRM E-mail Router with Exchange 2010


29 Oct 2012

The Microsoft articles below describe how to configure the E-mail Router for use with Exchange 2010. Note that Update Rollup 8 is required for this.

Exchange Impersonation needs to be configured for the account used to connect to the Exchange Server to collect mail even if the account used is the Domain Administrator.

Internal E-mails to Queues are not delivered


29 Oct 2012

This Microsoft article describes a remedy for when internal e-mails to a queue don't get delivered.

http://support.microsoft.com/default.aspx/kb/953340

Active Directory Protected Groups and E-mails


29 Oct 2012

Be careful when adding Dynamics CRM to Protected Groups in Active Directory. For such users, setting the Send As Permission is ineffective, because Active Directory purges the permission. Depeding on the configuration of the e-mail infrastructure this may mean that users cannot send e-mails from Dynamics CRM.

Importing Outlook contacts into CRM using Tools | Import


29 Oct 2012

There are a number of issues when importing Outlook Contacts into CRM using the Tools | Import wizard.

Importing files to update existing records


29 Oct 2012

When using the import feature (Tools | Import) of the CRM application (as opposed to the Data Migration Manager) it is possible to update existing records rather than adding new records.

To do this, ensure that the first column in the import file is named the same as the import record type (e.g. if importing accounts then the first column must be named account) and that the data for this column contains the GUID of existing records.

Export to Excel for re-import


29 Oct 2012

In Microsoft Dynamics CRM 2011 you can export data to edit in Excel and then import the data back to CRM.

To do this, you select the Make this data available for re-importing by including required column headings option.

The export file has a .xml extension. To edit the file you must open it with Excel, however if you get a message that the file is corrupt it may be that you need to unblock access to the file. Right-click the file and on the General tab click the Unblock button.

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