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The columns shown in the Duplicates Detected windows are based on the Lookup view for the relevant entities. For the new and potential duplicate records, the columns used in the duplicate detection rule that triggered the duplicate detection are also shown. For the potential duplicate records, the record status and modified on columns are also

The CRM application does not allow records such as orders, opportunities and invoices that are completed to be editied. Once an order, for example, is marked as fulfilled it is read-only and the status cannot be changed in the web application. However, the status can be changed via workflow as described in this CRM team

The CRM application does not allow marketing list views to be customized. However, the views are stored in the savedquerybase table and may in fact be customized. Firstly, we need to find the GUIDs for the relevant views. There are nine views in total, All, Active and Inactive members for Accounts, Contacts and Leads. Query

Reporting on cases and resolutions can be frustrating until you discover that the information recorded in the Resolve Case Dialog window is found in more than one view. When a case is resolved, a special type of activity called a case resolution is added to the case. To write reports on Cases, the following filtered views

After installing a CRM 4.0 Update Rollup workflows might not publish. The reason may be that the following line is missing from web.config: <authorizedType Assembly=”mscorlib, Version=2.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089″ Namespace=”System.Globalization” TypeName=”CultureInfo” Authorized=”True”/> If so, then add the line back in. IISRESET is not needed.

The asyncoperationbase table stores details of system jobs (including workflows). The following table details some of the different job types that are stored in the table. operationtype Description 1 System Event 9 Collect SQM data 10* Workflow Operation 12 Update Match Code 25 Generate Full Text Catalog 27 Update Contract States Note: For entries where

Reporting Services reports may be authored with: Visual Studio 2005, 2008 using Report Designer SQL Server Business Intelligence Development Studio (included with SQL Server) for SQL 2008 R2 and earlier SQL Server Data Tools – Business Intelligence for Visual Studio 2012 Report Builder (included with SQL Server) Report Authoring Extension For writing reports that use

This article has more information on the error: http://blogs.msdn.com/brianhartman/archive/2008/11/05/client-print-fails…

Changing country fields from free text to picklists is not a trivial undertaking. There are several considerations: 1. The existing country fields cannot be changed to be a picklist2. The country field appears in several record types (account, contact, quote, order, invoice and addresses).3. Addresses are mapped when creating records in the context of other