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.

Mail Merge


27 Jan 2012

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

The process within the web client is as follows:

To run a mail-merge with existing templates the procedure is as follows:

Forcing CRM to clean up deleted records


29 Oct 2012

CRM 4.0 tidies up deleted records via the asynchronous service every 24 hours. To force an immediate cleanup follow the steps:

1. Mark the database to run the deletion tidy up immediately by running the following SQL commands. Take care to update the correct deletion service if your CRM server hosts multiple organizations.

USE MSCRM_CONFIG

Tables involved in Workflow and Workflow history


29 Oct 2012

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

Relevant Tables

Modifying Queue Views


29 Oct 2012

Modifying a queue view is not directly supported in the CRM Application. However it is supported as described in this post:

http://blogs.inetium.com/blogs/vbullinger/archive/2007/10/18/modifying-q...

 

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


29 Oct 2012

There is a problem with upgrades of CRM 3.0 to 4.0 in that a trigger should have been deleted.
This article has the details: http://support.microsoft.com/kb/948172

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