Mail Merge
The process of creating and working with templates is slightly simpler when working with CRM inside Outlook.
The process within
Tables involved in Workflow and Workflow history
This article
http://support.microsoft.com/kb/968755
details how to clear up the AsyncOperationBase and WorkflowLogBase tables
Relevant Tables
Forcing CRM to clean up deleted records
CRM 4.0 tidies up deleted records via the asynchronous service every 24 hours. To force an immediate cleanup follow
Deleted cases remain in queue. Opening deleted case in queue causes an error.
There is a problem with upgrades of CRM 3.0 to 4.0 in that a trigger should have been
Deleting workflow logs using the SDK
To delete workflow logs using the SDK use the RetrieveMultiple and Delete messages.
Set up a query expression that defines
Clearing Workflow History
There is no way to bulk clear out workflow history via the CRM application. It is possible to delete entries
Reorganizing and Rebuilding Indexes
From time to time it may be prudent to review index fragementation on the CRM database. High levels of fragmentation
Sending Direct E-mail to Contact requires permission on parent account
Using Direct E-mail to send to a contact requires at least read access on the Parent Customer record.
Quite why
Sending Direct E-mail to members of a marketing list
In Microsoft Dynamics CRM 4.0, there is no obvious way in the application to send direct e-mail to members
Exported isv.config is empty
In CRM 4.0, in order to customize the application the isv.config file has to be exported.
On some