Change name of the root business unit

It is not possible to change the root business name for a CRM organization after ...

Deploying Update Rollups to Dynamics CRM for Outlook

Update Rollups for Microsoft Dynamics CRM are released every two months or so. If you ...

Internal E-mails to Queues are not delivered

This Microsoft article describes a remedy for when internal e-mails to a queue don’t get ...

Importing files to update existing records

When using the import feature (Tools | Import) of the CRM application (as opposed to ...

Picklist or lookup

When creating new attributes for an entity the obvious data type is a picklist – ...

CRM 4 and Internet Explorer 8 pop-up blocker messages

Updating to IE8 may cause pop-up blocker messages with CRM records even if the pop-up ...

Importing Outlook contacts into CRM using Tools | Import

There are a number of issues when importing Outlook Contacts into CRM using the Tools ...

Using the CRM E-mail Router with Exchange 2010

The Microsoft articles below describe how to configure the E-mail Router for use with Exchange ...

Phone number used for phone call activities

When a Phone Call activity is created in the context of a record the following ...

Exporting more than 10,000 records to Excel from CRM

The Export to Excel feature does not export more than 10,000 rows. To change this, ...

Changes to the Outlook CRM Client in Update Rollup 7

Update Rollup 7 for the CRM 4.0 Outlook Client introduces a number of important changes ...

Workflow – Activity Count

When designing workflows, it is possible to test the number of activities (open and closed) against ...

Deleted Active Directory account and CRM user record

If a CRM user’s Active Directory account is deleted then the user will not be ...

Affiliated Views

When viewing a list of records e..g opportunities, within a form there is a view ...

Activities Report and Activities Detail Report – Circle Colours

The out of the box Activites Report only shows activites that are regarding Opportunities and ...