Current User in Dialogs and Workflows

If you need to get the user running a dialog or an on-demand workflow you...

Filter subject keywords setting for Smart Matching decoded

In Microsoft Dynamics CRM, tracked e-mails can be linked to the appropriate records using a...

E-mail via Mail Merge

When running a mail merge with Word, if E-mail via Mail Merge is selected up...

“Only secure content is displayed” Message”

When viewing records in Microsoft Dynamics CRM, Internet Explorer is displaying messages of the form...

Configuring IFD (Internet Facing Deployment) for CRM 2011

Forefront Unified Access Gateway UAG can be used to make the CRM2011 web application available...

Sales Literature Records

When a CRM e-mail record is created in the CRM client for Outlook, the ribbon...

Mobile clients for Microsoft Dynamics CRM 2011

The following table details mobile clients for Microsoft Dynamics CRM 2011. Product Further Details Built-in...

Field level security in CRM

Microsoft Dynamics CRM 4.0 CRM 4.0 does not provide a method for securing records at...

Buying Microsoft Dynamics CRM Workgroup Edition

Microsoft Dynamics CRM Workgroup Edition is best purchased under an Open Value licence. Open Value...

Microsoft Dynamics CRM Courseware and Exams

For the latest Dynamics 365 courseware and exams, click here: https://www.fkbase.info/dynamics365certifications   Training and Adoption...

Auditing changes to forms

On a training course I was asked does the application provide a way to audit...

Toolbox (CRM and others)

Tools for CRM Item Description Location Sitemap Editor Provides a way for users to update...

Updates for Microsoft Dynamics CRM 2011

The following table details Update Rollups released for Microsoft Dynamics CRM 2011. Note that some...

Service Unavailable error for CRM Federation Metadata

I came across an error when configuring claims-based authentication for Microsoft Dynamics CRM 2011. The...

Kernel-mode authentication for CRM 2011 Website

Following a CRM 2011 installation that seemed to work, users were getting 401.1 unauthorized errors...