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 […]
Picklist or lookup Read More »
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
CRM 4 and Internet Explorer 8 pop-up blocker messages Read More »
There are a number of issues when importing Outlook Contacts into CRM using the Tools | Import wizard. The Outlook address is exported as a single field with carriage returns between each line. This needs to be decomposed into separate fields by replacing the CRLF with a characte such as “:” and then using the
Importing Outlook contacts into CRM using Tools | Import Read More »
The Microsoft articles below describe how to configure the E-mail Router for use with Exchange 2010. Note that Update Rollup 8 is required for this. Exchange Impersonation needs to be configured for the account used to connect to the Exchange Server to collect mail even if the account used is the Domain Administrator. http://blogs.msdn.com/crm/archive/2009/12/21/how-to-configure-microsoft-… http://support.microsoft.com/kb/2015567
Using the CRM E-mail Router with Exchange 2010 Read More »
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
Phone number used for phone call activities Read More »
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.
Exporting more than 10,000 records to Excel from CRM Read More »
Update Rollup 7 for the CRM 4.0 Outlook Client introduces a number of important changes and updates: Update Rollup 7 becomes a new baseline for installing future updates Once UR7 is installed it may not be uninstalled Includes support for Windows 7 Tested with Office 2010 but not officially supported until Office 2010 RTM 64-bit
Changes to the Outlook CRM Client in Update Rollup 7 Read More »
When designing workflows, it is possible to test the number of activities (open and closed) against a record (only activities that are regarding the record directly are counted). The count is available under the Local Value – Process. There are two activity counts – Activity Count and Activity Count Including Process. Activity Count is a count
Workflow – Activity Count Read More »
If a CRM user’s Active Directory account is deleted then the user will not be able to use CRM. Recreating a new AD account with the same will not work because all AD accounts have an identifier that is unique regardless of the actual account name. It is possible to update the CRM user record
Deleted Active Directory account and CRM user record Read More »
When viewing a list of records e..g opportunities, within a form there is a view option called “all affiliated records”. To explain this imagine we are working with an Account record, ABC Ltd that has a number of contacts. The include option, This record only, shows only opportunities that are directly linked to the record