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I am indebted to David Fronk, Dynamic Methods Inc. for this article: http://dmcrm.blogspot.com/2008/01/adding-notes-or-activities-to-existing… “After a bit of searching and a random idea about reimporting my XML into an existing entity I found my answer. I exported the entity XML hoping to import it on top of an existing custom entity that had Notes and Activities […]

If host headers are used for the CRM web site a number of problems may occur including, workflows stuck at waiting, duplicate detection rules not working, Outlook configuration not working and so on. The issue appears to be how rows in the DeploymentProperties table in MSCRM_CONFIG are configured. To check whether this is the issue,

One method is to use the physical order in which a section appears on a tab (starting at number 0). // This hides section number 1 on tab 0, i.e. the second section on the first tab HideSection( 0 , 1 , “none” );function HideSection( tabIndex , sectionIndex , displayType ){var tab2Hide = document.getElementById( “tab”

CRM 4.0 Workgroup Edition does not have to be installed on a Small Business Server. The Purchase Usage Rights document from Microsoft does not detail any such restriction.

When CRM and SQL/SQL Reporting Services are on different computers, problems with trust for delegation may occur. The SRS Data Connector should sort out these errors. However, I did have a situation where reports via CRM did not work but they did in Report Server. In conjunction with Microsoft Product Support, I discovered I had

Microsoft Dynamics CRM – The Microsoft Dynamics CRM Web site is the place to go for information on all things CRM. You’ll find everything from an introduction to CRM and its value to your business to white papers, product specifications, customer testimonials, links to CRM communities, and much more. Resource Center – The Resource Center

When installing CRM 4.0 you have the option to connect to an existing deployment. This option is for adding new CRM 4.0 servers to an existing deployment and not for connecting to an existing database following a server or domain migration. For an existing database that has been moved to a new domain, use a

If the CRM reports get removed from the SQL Reporting Services Server they can be republished at the CRM server by using a command-line program. Navigate to the CRM installation folder, usually C:Program FilesMicrosoft Dynamics CRM and then to Tools. Within this folder run the following command: C:Program FilesMicrosoft Dynamics CRMTools> PublishReports “organizationname” where organization

Refer to this article http://blogs.msdn.com/virtual_pc_guy/archive/2006/03/20/555917.aspx

The List Web Part for CRM 4.0 and SharePoint Services 3.0 and SharePoint Server 2007  was released on 17th December 2008. Download from:http://www.microsoft.com/downloads/details.aspx?FamilyID=3b6eb884-ec15-4… As of Dynamics CRM 2015 Online Update 1 the SharePoint List Component is deprecated, you are advised to switch to server-based integration, see http://blogs.msdn.com/b/crm/archive/2015/05/15/dynamics-crm-2015-update-1-list-component-deprecation.aspx