There is no way to bulk clear out workflow history via the CRM application. It is possible to delete entries under Settings | System Jobs but that is restricted to a set number of records at a time (i.e. the number of records shown in a list view). In Microsoft Dynamics CRM 4.0 workflow history …
In Microsoft Dynamics CRM 4.0, there is no obvious way in the application to send direct e-mail to members of a marketing list. Here is a way of doing just that: Open the Marketing list. Click on Marketing List Members Click on Manage Members Click on Use Advanced Find to evaluate members and then click …
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Using Direct E-mail to send to a contact requires at least read access on the Parent Customer record. Quite why this is needed is a mystery. Possibly a bug. [13th October 2014] I might have discovered the reason for the above. If you select two contacts, where one does not have an email address, Send …
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In CRM 4.0, in order to customize the application the isv.config file has to be exported. On some systems I’ve noticed that the exported file does not have the sample customizations. The sample customizations can be added from the sample isv.config from the SDK.
Application mode runs CRM in Internet Explorer without the menu bar, address bar and file pull-downs. Application mode is set in Settings | Administration | System Settings – Customization Tab. This setting applies to all sessions of CRM regardless of who starts it. To run CRM in a normal Internet Explorer window for just one …
CRM 4.0 can be installed on Windows Server 2008. Refer to http://support.microsoft.com/kb/950100 for more details and specific workarounds that may be needed.
If host headers were used to install the CRM web site on the web server then you may run into problems when configuring the CRM Client for Outlook. During configuration you may get errors saying that the CRM web site cannot be contacted (even though you can in Internet Explorer). The solution is to follow …
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Mainstream support for Microsoft Dynamics CRM 4.0 ends April 9th, 2013. The following table lists the update rollups released for Microsoft Dynamics CRM 4.0. Update Rollup Released Build Details Comments 21 9 Feb 2012 4.00.7333.3822 http://support.microsoft.com/default.aspx?kbid=2621054 Last Rollup 20 10 Nov 2011 http://support.microsoft.com/kb/2550098 19 18 …