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

Sorting on multiple columns in views


27 Jan 2012

In any CRM view it is possible to change the column that is sorted on by clicking the title of the column.

It is also possible to further sort on additional columns by using Shift-Click on the column titles - though it is not possible to tell the order in which columns are used for sorting.

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.

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:

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.

Mail Merge


27 Jan 2012

The process of creating and working with templates is slightly simpler when working with CRM inside Outlook.

The process within the web client is as follows:

To run a mail-merge with existing templates the procedure is as follows:

Pages