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

Deleting workflow logs using the SDK


29 Oct 2012

To delete workflow logs using the SDK use the RetrieveMultiple and Delete messages.

Set up a query expression that defines which workflow logs to delete. For example, to delete workflow logs older than a certain date:

// set the columns to be returned
ColumnSet cols = new ColumnSet();
cols.Attributes = new string[] { "createdon", "description" };

// Create the on or before condition
ConditionExpression dateCondition = new ConditionExpression();
dateCondition.AttributeName = "createdon";

Tables involved in Workflow and Workflow history


29 Oct 2012

This article http://support.microsoft.com/kb/968755  details how to clear up the AsyncOperationBase and WorkflowLogBase tables

Relevant Tables

Forcing CRM to clean up deleted records


29 Oct 2012

CRM 4.0 tidies up deleted records via the asynchronous service every 24 hours. To force an immediate cleanup follow the steps:

1. Mark the database to run the deletion tidy up immediately by running the following SQL commands. Take care to update the correct deletion service if your CRM server hosts multiple organizations.

USE MSCRM_CONFIG

Minimum permissions needed for a deployment administrator


29 Oct 2012

In CRM 4.0 a deployment administrator is used to manage organizations. The user that installs CRM is created as a deployment administrator. Further users may bee added as deployment administrators using Deployment Manager.

Importing Organisations


29 Oct 2012

When importing organisations into Microsoft Dynamics CRM 4.0 Workgroup or Professional editions the existing organisation is removed (however, the SQL Server database remains).

The Active Directory account of the user performing the import must be mapped to one of the CRM users in the CRM organisation that is being imported.

Installing the IFD Tool for CRM 4.0


29 Oct 2012

The CRM IFD tool consists of one file, CRM4IFDTool.exe. This file must be installed in the Tools sub-directory of your CRM server program installation (not the web-site).

For example:  C:\Program Files\Microsoft CRM\Tools.

Tracing in Microsoft Dynamics CRM 2011


29 Oct 2012

WORK IN PROGRESS

Tracing in Microsoft Dynamics CRM for Microsoft Office Outlook

Tracing in the client for Outlook is enabled via a registry key or using Microsoft Dynamics CRM Diagnostics.

The registry keys are located in the following location:

HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient

The following table shows the relevant key values

Sending Direct E-mail to members of a marketing list


29 Oct 2012

In Microsoft Dynamics CRM 4.0, there is no obvious way in the application to send direct e-mail to members of a marketing list.

Here is a way of doing just that:

Bulk (Mass) E-mailing from CRM 4.0


29 Oct 2012

Microsoft Dynamics CRM 4.0 has a variety of options for sending multiple e-mails. It can be confusing deciding which option to use because of the various restrictions. This table summarise the options:

Pages