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

Update Rollups for Microsoft Dynamics CRM 4


08 May 2012

Mainstream support for Microsoft Dynamics CRM 4.0 ends April 9th, 2013.

The following table lists the update rollups released for Microsoft Dynamics CRM 4.0. 

Update Rollup

E-mail via Mail Merge


30 Apr 2012

When running a mail merge with Word, if E-mail via Mail Merge is selected up to 5 attachments can be included in the outgoing e-mail.

"Only secure content is displayed" Message"


03 Apr 2012

When viewing records in Microsoft Dynamics CRM, Internet Explorer is displaying messages of the form "Only secure content is displayed".

In the organization that I investigated, the web binding for the CRM website was changed from http to https after installation. However, the setting for the HelpServerUrl field in the MSCRM_CONFIG database still had the old binding information.

Sales Literature Records


27 Feb 2012

When a CRM e-mail record is created in the CRM client for Outlook, the ribbon show a button to attach Sales Literature. However, this button does not show when creating an e-mail in the web client.

However, if a Sales Literature record is opened in the web client, there is a Send as E-mail button.

What's new in Microsoft Dynamics CRM 2011


27 Jan 2012

Here is a list of new features in CRM Dynamics 2011 that I have discovered so far (in no particular order):

Deleting teams


27 Jan 2012

The web application does not provide an option for deleting teams. However, teams can be deleted using the web services.

You'll need to know the GUID of the team record. Here is sample code:

Picklist or lookup


27 Jan 2012

When creating new attributes for an entity the obvious data type is a picklist - especially when there are only a few valid choices such as Title (Mr, Mrs etc).

However, picklists are not without some problems and in some situations it may be better to create a new entity and a 1:n relationship between the main entity and the new entity.

The table compares picklists and using entities.

CRM 4 and Internet Explorer 8 pop-up blocker messages


27 Jan 2012

Updating to IE8 may cause pop-up blocker messages with CRM records even if the pop-up blocker is turned off.

This update to IE8 may resolve the issue:

http://support.microsoft.com/kb/978207

Exporting more than 10,000 records to Excel from CRM


27 Jan 2012

The Export to Excel feature does not export more than 10,000 rows.

To change this, review this article:

http://usingmscrm.blogspot.com/2009/09/export-to-excel-only-showing-10-0...

The limit is specified in the CRM organisation table. In the OrganisationBase table update the value for the MaxRecordsForExportToExcel column. 

Phone number used for phone call activities


27 Jan 2012

When a Phone Call activity is created in the context of a record the following field is used for the phone number in the activity form:

  • Account - Main Phone
  • Contact - Business Phone
  • Lead - Business Phone

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