Articles about features of Dynamics 365 apps from Microsoft
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 »
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