Activities Report and Activities Detail Report – Circle Colours

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

Columns shown in duplicates detected view

The columns shown in the Duplicates Detected windows are based on the Lookup view for...

Updating read-only records such as orders and opportunities

The CRM application does not allow records such as orders, opportunities and invoices that are...

Customizing Marketing List Views

The CRM application does not allow marketing list views to be customized. However, the views...

Reporting on cases

Reporting on cases and resolutions can be frustrating until you discover that the information recorded...

Workflows won’t publish

After installing a CRM 4.0 Update Rollup workflows might not publish. The reason may be...

Asyncoperationbase table – operationtype, status code and state code

The asyncoperationbase table stores details of system jobs (including workflows). The following table details some...

Reporting Services – Courseware and Tools

Reporting Services reports may be authored with: Visual Studio 2005, 2008 using Report Designer SQL...

CRM Reports – Unable to load client print control error

This article has more information on the error: http://blogs.msdn.com/brianhartman/archive/2008/11/05/client-print-fails…...

Changing country fields to picklists

Changing country fields from free text to picklists is not a trivial undertaking. There are...

Add notes or activities to a custom entity after creating it

I am indebted to David Fronk, Dynamic Methods Inc. for this article: http://dmcrm.blogspot.com/2008/01/adding-notes-or-activities-to-existing… “After a...

Problems when using Host Headers

If host headers are used for the CRM web site a number of problems may...

Hiding Sections on Forms

One method is to use the physical order in which a section appears on a...

CRM 4.0 Workgroup Edition may be installed on any server

CRM 4.0 Workgroup Edition does not have to be installed on a Small Business Server...

Report Errors – Execution ‘random string’ cannot be found

When CRM and SQL/SQL Reporting Services are on different computers, problems with trust for delegation...