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

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.

Importing Subjects


29 Oct 2012

Subjects can be imported into Microsoft Dynamics CRM. If a hierarchical subject structure is used, import the top level subject names first and then each level in turn.

In the import file include the following columns for the top-level subjects:

  • Title, Feature Mask

and for levels below include the following:

  • Parent Subject, Title, Feature Mask

You must set Feature Mask to 1 for every line, otherwise the subject does not show in the subject tree.

Installing CRM 4.0 in Windows Server 2008


29 Oct 2012

CRM 4.0 can be installed on Windows Server 2008.
Refer to http://support.microsoft.com/kb/950100 for more details and specific workarounds that may be needed.

 

Updating CRM 4.0 Setup Files


29 Oct 2012

During installation of CRM 4.0 the user has an option to obtain updated setup files over the Internet.

To manually obtain setup files follow the instructions in this article http://support.microsoft.com/kb/948917

Supported SQL Server Editions for CRM 4.0


29 Oct 2012

Microsoft Dynamics CRM 4.0 is supported with the following SQL Server Editions:

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