In CRM 4.0 a deployment administrator is used to manage organizations. The user that installs CRM is created as a deployment administrator. Further users may bee added as deployment administrators using Deployment Manager. Deployment Managers require permissions in a number of areas outside of CRM. Occasionally it may be necessary to add these permissions manually. […]
Minimum permissions needed for a deployment administrator Read More »
Microsoft Dynamics CRM 4.0 has a variety of options for sending multiple e-mails. It can be confusing deciding which option to use because of the various restrictions. This table summarise the options: Feature Direct E-mail Quick Campaign Workflow Can use E-mail Templates* Yes (only e-mail templates may be used) No, but can use Word Templates
Bulk (Mass) E-mailing from CRM 4.0 Read More »
Quick Campaigns are used to create a single interaction with a list of Accounts, Contacts or Leads. The interaction can be a Phone Call, Appointment, Letter, Fax or Email. Quick Campaigns and OutlookIf working with the CRM Client for Outlook additional options are available: Letter via Mail Merge, Fax via Mail Merge and E-mail via
In any CRM view it is possible to change the column that is sorted on by clicking the title of the column. It is also possible to further sort on additional columns by using Shift-Click on the column titles – though it is not possible to tell the order in which columns are used for
Sorting on multiple columns in views Read More »
The process of creating and working with templates is slightly simpler when working with CRM inside Outlook. The process within the web client is as follows: To run a mail-merge with existing templates the procedure is as follows: In CRM navigate to the appropriate view for the entity To run mail merge on specific records,
CRM 4.0 tidies up deleted records via the asynchronous service every 24 hours. To force an immediate cleanup follow the steps: 1. Mark the database to run the deletion tidy up immediately by running the following SQL commands. Take care to update the correct deletion service if your CRM server hosts multiple organizations. USE MSCRM_CONFIG
Forcing CRM to clean up deleted records Read More »
This article http://support.microsoft.com/kb/968755 details how to clear up the AsyncOperationBase and WorkflowLogBase tables Relevant Tables asyncoperationbase workflowbase workflowlogbase In CRM 4.0 workflow definitions are stored in the workflowbase table. This table contains a ‘header’ row for each workflow and a row for each step of the workflow. Each row in the table has a workflowid
Tables involved in Workflow and Workflow history Read More »
There is a problem with upgrades of CRM 3.0 to 4.0 in that a trigger should have been deleted. This article has the details: http://support.microsoft.com/kb/948172
Deleted cases remain in queue. Opening deleted case in queue causes an error. Read More »
To delete workflow logs using the SDK use the RetrieveMultiple and Delete messages. Set up a query expression that defines which workflow logs to delete. For example, to delete workflow logs older than a certain date: Then run the query and iterate through each log and call the delete message:
Deleting workflow logs using the SDK Read More »
From time to time it may be prudent to review index fragementation on the CRM database. High levels of fragmentation may impact on performance. Fragmented indexes can be sorted out by reorganizing or rebuilding. This Microsoft article explains the options http://msdn.microsoft.com/en-us/library/ms189858.aspx. This article has SQL code that finds all indexes that are fragmented by more
Reorganizing and Rebuilding Indexes Read More »