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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.

This article, http://support.microsoft.com/kb/2590774 describes a scenario where Report Wizard reports do not run.

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

If you need to get the user running a dialog or an on-demand workflow you might be surprised that this is not available as a dynamic value. However, if your dialog or on-demand workflow creates or modifies a record, then you can get the current user. For example, you have a dialog that creates a

In Microsoft Dynamics CRM, tracked e-mails can be linked to the appropriate records using a Tracking Token or Smart Matching. Smart Matching matches e-mails to records based on similar recipients and subject lines. However, noise words such as FW: and RE: in the subject line are ignored. The Filter subject keywords setting (on the E-mail

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

Forefront Unified Access Gateway UAG can be used to make the CRM2011 web application available over the Internet without having to configure claims-based authentication and an IFD deployment. However, the CRM Client for Outlook does not work over UAG and you may run into problems with third-party add-ons. URL to use in the CRM Client