Knowledgebase

Welcome

Welcome to my knowledgebase, which started as a place for me to file information that I find (mostly about Microsoft Dynamics 365/CRM) and are likely to forget. Many times I searched for something only to find my own article.

Feel free to browse and if any of the information helps you in your work then that is great.

Use the search box or the tag links to search for articles.

I’m an experienced Microsoft Dynamics 365/CRM Consultant and Microsoft Certified Trainer available for hire on an ad-hoc basis. Please contact me to see how I can help with your Microsoft Dynamics project. Find out more about me.

Importing Outlook contacts into CRM using Tools | Import


29 Oct 2012

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

Using the CRM E-mail Router with Exchange 2010


29 Oct 2012

The Microsoft articles below describe how to configure the E-mail Router for use with Exchange 2010. Note that Update Rollup 8 is required for this.

Exchange Impersonation needs to be configured for the account used to connect to the Exchange Server to collect mail even if the account used is the Domain Administrator.

Phone number used for phone call activities


27 Jan 2012

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

Exporting more than 10,000 records to Excel from CRM


27 Jan 2012

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. 

CRM resources and recommendations


27 Jan 2012

Documents from Microsoft

  • CRM SDK
  • Implementation Guides
  • Internet Facing Deployment Document and Tool
  • Offline Nuts and Bolts
  • Scaling and Performance papers

Managing

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