Knowledgebase

Welcome

Welcome to my knowledgebase, which contains snippets of information that I find (mostly about Microsoft Dynamics 365/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.

I’m an experienced Microsoft Dynamics 365/CRM Consultant and Microsoft Certified Trainer available for hire on an ad-hoc basis. Please contact me to see how I can help with your Microsoft Dynamics project. Find out more about me.

Recently updated articles

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:

Quick Campaigns


29 Oct 2012

Quick Campaigns are used to create a single interaction with a list of Accounts, Contacts or Leads.

The interaction can be a Phone Call, Appointment, Letter, Fax or Email.

Quick Campaigns and Outlook
If working with the CRM Client for Outlook additional options are available: Letter via Mail Merge, Fax via Mail Merge and E-mail via Mail Merge. The Mail Merge options require Microsoft Office Word.

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