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Imagine that you create multiple relationships between Accounts and Contacts. This will create several lookup attributes on the Contact entity which may be added to the Contact form. When a new contact is created within an Account all the lookup attributes will be populated with the name of the Account. Often this is not desirable […]

I have written an article at Experts Exchange that on troubleshooting why reports don’t work in CRM. Have a look and please leave your comments. The article is at this link: http://www.experts-exchange.com/A_3552.html

Each version of Report Builder may only be used with the corresponding version of SQL Server Reporting Services as per the table.   Report Builder Version SQL Server Version Report Builder 1.0 (works on Report Models)   SQL Server 2005 Report Builder 2.0   SQL Server 2008 Report Builder 3.0 10.5.1600.1 SQL Server 2008 R2 Report

Here is a list of new features in CRM Dynamics 2011 that I have discovered so far (in no particular order): Audit history Custom Activities – can create new activity types Dashboards based on .NET 4.0 controls Workflow now called processes and include dialogs (like scripted converstations) Solutions for package customizations – managed solution package

The CRM Client for Outlook adds the following address books to Outlook: CRM Accounts CRM Contacts CRM Facilities/Equipment CRM Leads CRM Queues CRM Users A user can configure which records are available in the address books in Set Personal Options|Address Book. For Contacts a user can choose all contacts to appear in the address book

In CRM version 4.0, 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: // Set up the CRM Service. CrmAuthenticationToken token = new CrmAuthenticationToken(); token.AuthenticationType = 0; token.OrganizationName = “AdventureWorksCycle”;

It is not possible to change the root business name for a CRM organization after installation using the application. But what if you have installed CRM with the wrong root business unit name or need to change it after installation? There is a way round this if you follow these steps. But please make sure

Update Rollups for Microsoft Dynamics CRM are released every two months or so. If you have a large number of users deploying the updates manually naturally takes time. There are three methods for deploying Update Rollups automatically. Use the Microsoft Dynamics CRM Update feature that is described in the CRM Implementation Guide. Note that users

This Microsoft article describes a remedy for when internal e-mails to a queue don’t get delivered. http://support.microsoft.com/default.aspx/kb/953340

When using the import feature (Tools | Import) of the CRM application (as opposed to the Data Migration Manager) it is possible to update existing records rather than adding new records. To do this, ensure that the first column in the import file is named the same as the import record type (e.g. if importing