Monthly Archives: April 2008

CRM 4.0 Child Workflow to Send Complex E-mail

CRM 4.0 workflows can be used for a number of different things. One great example is a workflow to generate a complex e-mail.  CRM e-mail  templates only allow you to access data stored in a single entity.  However you can build custom e-mail from all related entity data sources in a simple workflow in Microsoft Dynamics CRM 4.0.

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CRM 4.0 Pipeline Report and the Sales Process

I was working on the pipeline report today and trying to figure out how it’s affected by the sales process.  What wasn’t clear which how sales stages show up on the pipeline report.  To identify exactly how it works, I created a test sales process with two stages and then created several opportunities and walked them through the stages.

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Microsoft Dynamics CRM 4.0 Certification Exams Available!

The core exams required for certification in Microsoft dynamic CRM 4.0 are now available for those of you who are interested!  Continue reading

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Free Microsoft Dynamics CRM 4.0 End User Training Webinar!

We are offering our CRM 101 training seminar on Friday, April 18 at no charge for a limited time. Continue reading

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Items not being deleted from CRM 4.0 Queues

I was getting the following error message when I attempted to delete e-mails from some of the queues in our deployment of CRM 4.0. Even worse, the records weren’t getting deleted so queues were getting kind of gunked up Actually, … Continue reading

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MS CRM 4.0 Track email fails with ‘Text entered exceeds the maximum length’

One of the annoyances that we run into after installing Microsoft Dyanamics CRM 4.0 was receiving the following dialog box when trying to track an e-mail.  I’ve done searches for the past that hadn’t run across anything until today. It … Continue reading

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MS CRM 4.0 Sample Quote Template

Here are two updated CRM 4.0 Quote templates for Word mailmerge Continue reading

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