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

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:

Deploying Update Rollups to Dynamics CRM for Outlook


29 Oct 2012

Update Rollups for Microsoft Dynamics CRM are released every two months or so. If you have a large number of users deploying the updates manually naturally takes time. There are three methods for deploying Update Rollups automatically.

CRM address book


29 Oct 2012

The CRM Client for Outlook adds the following address books to Outlook:

  • CRM Accounts
  • CRM Contacts
  • CRM Facilities/Equipment
  • CRM Leads
  • CRM Queues
  • CRM Users

A user can configure which records are available in the address books in Set Personal Options|Address Book.

For Contacts a user can choose all contacts to appear in the address book or only the contacts that have been synchronized to Outlook.

Tracking E-mails error - "The text entered exceeds the maximum length"


29 Oct 2012

You may get the above error when tracking e-mails from the Outlook client. A solution appears to be to change the length of the Message Id (messageid) attribute on the E-mail entity from 100 to 200 or more.

Why this works or is needed, I don't know.

 

Multiple Organizations in Outlook Client


29 Oct 2012

When Outlook is configured with one Microsoft Dynamics CRM organization, the organization name is shown in the list of Outlook folders. However, when more than one organization is configured Outlook renames the folder to Solutions. This behaviour is a feature of Outlook and cannot be changed by the CRM client.

Pages