Knowledgebase

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.

If you like, you can subscribe to be notified of new articles.

Recently updated articles

Bulk (Mass) E-mailing from CRM 4.0


29 Oct 2012

Microsoft Dynamics CRM 4.0 has a variety of options for sending multiple e-mails. It can be confusing deciding which option to use because of the various restrictions. This table summarise the options:

Quick Campaigns


29 Oct 2012

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

The interaction can be a Phone Call, Appointment, Letter, Fax or Email.

Quick Campaigns and Outlook
If working with the CRM Client for Outlook additional options are available: Letter via Mail Merge, Fax via Mail Merge and E-mail via Mail Merge. The Mail Merge options require Microsoft Office Word.

Problem configuring Outlook Client when host headers are used


29 Oct 2012

If host headers were used to install the CRM web site on the web server then you may run into problems when configuring the CRM Client for Outlook.

During configuration you may get errors saying that the CRM web site cannot be contacted (even though you can in Internet Explorer).

The solution is to follow the steps in this article:

http://support.microsoft.com/kb/947423

User is repeatedly asked for username and password in CRM Client for Outlook


29 Oct 2012

Sometimes when working in the CRM Client for Outlook and if Internet Explorer 7 is installed a dialog box appears asking the user to login. Even if the user enters a correct username and password the dialog box reappears. Clicking cancel on the dialog box each time eventually sorts the situation.

To prevent the dialog box appearing change the following registry key:

HKEY_LOCAL_MACHINE\Software\Microsoft\Internet Explorer\Main\FeatureControl\FEATURE_SUBDOWNLOAD_LOCKDOWN

from 1 to 0.

Changes to the Outlook CRM Client in Update Rollup 7


29 Oct 2012

Update Rollup 7 for the CRM 4.0 Outlook Client introduces a number of important changes and updates:

  • Update Rollup 7 becomes a new baseline for installing future updates
  • Once UR7 is installed it may not be uninstalled
  • Includes support for Windows 7
  • Tested with Office 2010 but not officially supported until Office 2010 RTM
  • 64-bit Office 2010 not supported (may come with CRM 5.0)
  • Client installation is streamlined

A number of performance updates:

Pages