Minimum permissions needed for a deployment administrator

In CRM 4.0 a deployment administrator is used to manage organizations. The user that installs...

Bulk (Mass) E-mailing from CRM 4.0

Microsoft Dynamics CRM 4.0 has a variety of options for sending multiple e-mails. It can...

Quick Campaigns

Quick Campaigns are used to create a single interaction with a list of Accounts, Contacts...

Sorting on multiple columns in views

In any CRM view it is possible to change the column that is sorted on...

Mail Merge

The process of creating and working with templates is slightly simpler when working with CRM...

Forcing CRM to clean up deleted records

CRM 4.0 tidies up deleted records via the asynchronous service every 24 hours. To force...

Tables involved in Workflow and Workflow history

This article http://support.microsoft.com/kb/968755  details how to clear up the AsyncOperationBase and WorkflowLogBase tables Relevant Tables...

Deleted cases remain in queue. Opening deleted case in queue causes an error.

There is a problem with upgrades of CRM 3.0 to 4.0 in that a trigger...

Deleting workflow logs using the SDK

To delete workflow logs using the SDK use the RetrieveMultiple and Delete messages. Set up...

Reorganizing and Rebuilding Indexes

From time to time it may be prudent to review index fragementation on the CRM...

Clearing Workflow History

There is no way to bulk clear out workflow history via the CRM application. It...

Sending Direct E-mail to members of a marketing list

In Microsoft Dynamics CRM 4.0, there is no obvious way in the application to send...

Sending Direct E-mail to Contact requires permission on parent account

Using Direct E-mail to send to a contact requires at least read access on the...

Exported isv.config is empty

In CRM 4.0, in order to customize the application the isv.config file has to be...

Application Mode Settings

Application mode runs CRM in Internet Explorer without the menu bar, address bar and file...