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.

Updating CRM 4.0 Setup Files


29 Oct 2012

During installation of CRM 4.0 the user has an option to obtain updated setup files over the Internet.

To manually obtain setup files follow the instructions in this article http://support.microsoft.com/kb/948917

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.

Sorting on multiple columns in views


27 Jan 2012

In any CRM view it is possible to change the column that is sorted on by clicking the title of the column.

It is also possible to further sort on additional columns by using Shift-Click on the column titles - though it is not possible to tell the order in which columns are used for sorting.

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.

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:

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