04
Mar
Picklist or lookup
When creating new attributes for an entity the obvious data type is a picklist - especially when there are only
Admin
03
Mar
CRM 4 and Internet Explorer 8 pop-up blocker messages
Updating to IE8 may cause pop-up blocker messages with CRM records even if the pop-up blocker is turned off.
This
07
Jan
Importing Outlook contacts into CRM using Tools | Import
There are a number of issues when importing Outlook Contacts into CRM using the Tools | Import wizard.
* The Outlook address
1 min read
22
Dec
Using the CRM E-mail Router with Exchange 2010
The Microsoft articles below describe how to configure the E-mail Router for use with Exchange 2010. Note that Update Rollup
02
Dec
Exporting more than 10,000 records to Excel from CRM
The Export to Excel feature does not export more than 10,000 rows.
To change this, review this article:
http:
21
Oct
Changes to the Outlook CRM Client in Update Rollup 7
Update Rollup 7 for the CRM 4.0 Outlook Client introduces a number of important changes and updates:
* Update Rollup
1 min read
21
Oct
Workflow - Activity Count
When designing workflows, it is possible to test the number of activities (open and closed) against a record (only activities
1 min read
18
Oct
Deleted Active Directory account and CRM user record
If a CRM user's Active Directory account is deleted then the user will not be able to use
1 min read
30
Sep
Columns shown in duplicates detected view
The columns shown in the Duplicates Detected windows are based on the Lookup view for the relevant entities.
For the
14
Sep
Updating read-only records such as orders and opportunities
The CRM application does not allow records such as orders, opportunities and invoices that are completed to be editied.
Once