Monthly Archives: December 2008

Are your CRM Window’s showing full URL and GUID? What to fix it

One of my clients, John Daley of Shiffler Equipment Sales, Inc, spent some time with Microsoft trying to fix a problem with CRM and IE after upgrading from CRM 3.0 to CRM 4.0. The Problem: In 3.0 the IE windows … Continue reading

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Calculate total activity duration for an Account, Contact or Opportunity

Posted: Friday, December 26, 2008 8:16 PM by Laura Robinson With workflow you can easily calculate the total duration of all completed activities rolled up to a main record such as an Account, Contact or Opportunity.  This functionality is built … Continue reading

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You Got Mail (Or Not) Email Router Service fails to start

posted at: 9:19 AM by Aaron Elder wrote this Recently, we recently had a power failure at one of our data centers which for a few reasons resulted in a hard shutdown of our CRM Server.  After the power came … Continue reading

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“Poor man’s” Business Intelligence for Microsoft Dynamics CRM

CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective, blogs about BI solutions. Business Intelligence (BI) is getting a lot of attention these days. It makes sense that companies want to use the data collected by business systems like Microsoft … Continue reading

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Just do it – Deleting attributes that are in use by running Workflows

Microsoft Dynamics CRM MVP Aaron Elder of Ascentium provides some tips and tricks. Recently, we had the need to delete several attributes from an entity we had created (Employee).  Normally this is a very straight forward affair in Microsoft CRM.  … Continue reading

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Update Rollup 1 for Microsoft Dynamics CRM 4.0 (More Info)

Matt Brown Published Tuesday, December 23, 2008 10:02 AM Update Rollup 1 for Microsoft Dynamics CRM 4.0 The Microsoft Dynamics CRM Sustained Engineering team released Microsoft Dynamics CRM 4.0 Update Rollup 1 on Monday, November 24, 2008. Below is the … Continue reading

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Adding Notes to a Workflow E-mail

Posted by Jim Steger on December 23, 2008 In a recent post on the Microsoft Dynamics CRM Team blog, I discuss how you can easily overcome some of the native limitations of the CRM workflow Send E-mail action with some … Continue reading

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Microsoft Dynamics CRM 4.0 BizTalk Adapter Now Available

The Microsoft BizTalk® Server 2006 adapter for Microsoft Dynamics® CRM 4.0 is now available. This adapter has the same functionality as the previously released 3.0 adapter, with the following updates: Supports both 32-bit and 64-bit deployments of Microsoft Dynamics CRM … Continue reading

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Customizing the Report Wizard Template

Posted by Jim Steger on November 21, 2008 The report wizard functionality of Microsoft Dynamics CRM 4.0 allows end users to quickly and easily create basic Reporting Services reports. After the user completes the wizard, CRM creates an RDL file … Continue reading

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Custom Workflow Activity – Add to Marketing List

Wednesday, 22 October 2008 Posted by Chris Cohen I needed to use workflow to add a new member to a marketing list, but found I needed to create a custom workflow activity to do this. In fact once you have … Continue reading

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