Customizing Marketing List Views
The CRM application does not allow marketing list views to be customized. However, the views are stored in the savedquerybase
Reporting on cases
Reporting on cases and resolutions can be frustrating until you discover that the information recorded in the Resolve Case Dialog
Workflows won't publish
After installing a CRM 4.0 Update Rollup workflows might not publish. The reason may be that the following line
Asyncoperationbase table - operationtype, status code and state code
The asyncoperationbase table stores details of system jobs (including workflows). The following table details some of the different job types
Reporting Services - Courseware and Tools
Reporting Services reports may be authored with:
* Visual Studio 2005, 2008 using Report Designer
* SQL Server Business Intelligence Development Studio
CRM Reports - Unable to load client print control error
This article has more information on the error:
http://blogs.msdn.com/brianhartman/archive/2008/11/05/client-print-fails...
Changing country fields to picklists
Changing country fields from free text to picklists is not a trivial undertaking. There are several considerations:
1. The existing
Add notes or activities to a custom entity after creating it
I am indebted to David Fronk, Dynamic Methods Inc. for this article:
http://dmcrm.blogspot.com/2008/01/adding-notes-or-activities-to-existing...
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Problems when using Host Headers
If host headers are used for the CRM web site a number of problems may occur including, workflows stuck at
Hiding Sections on Forms
One method is to use the physical order in which a section appears on a tab (starting at number 0)