Category Archives: CRM 4.0

Deleting ‘Two Option’ or ‘Bit’ fields from CRM 2011/4.0

Posted on July 14, 2012 by

One of the challenges that I faced over time with both CRM 4.0 as well as CRM 2011, is eliminating "bit" or "two option" attributes from an entity in CRM once there are workflows in place that create records for … Continue reading →

Posted in CRM, CRM 2011, CRM 4.0, Customization, How to | Tagged | 1 Comment

Cleaning Up CRM 2011 E-mails

Posted on June 26, 2012 by

I needed to clean up our database a bit and devised a method to identify potential spam emails so I could flag them for deletion. Mind you, it still takes a review of the email subject lines but this is … Continue reading →

Posted in CRM 2011, CRM 4.0, How to | Leave a comment

Elements of Scheduling in Microsoft Dynamics CRM 2011

Posted on March 9, 2012 by

Here is another video from our CRM 2011 Applications Video Series. This one, from the Using CRM 2011 Service Scheduling, describes all of the entities (files) used in the Service Scheduling module of Microsoft Dynamics CRM. This video is also … Continue reading →

Posted in CRM 2011, CRM 4.0, How to, Training | Tagged | 1 Comment

CRM 2011 Quote Mail Merge Template Spacing Tricks

Posted on January 13, 2012 by

A number of times I’ve received questions from users about how I got the spacing to work on my quote templates that were posted back in CRM 4.0. Shannon asked today if I do a quick video one and since … Continue reading →

Posted in CRM 2011, CRM 4.0, Training, Workarounds & fixes | Tagged | 3 Comments

CRM 2011 E-Mails–How to Insert / Add Graphics

Posted on November 6, 2011 by

This is the topic of an article I published back in the CRM 3.0 days, but as I was writing some of the decks for the soon-to-be released CRM 2011 processes video series, I realized I should publish this on … Continue reading →

Posted in CRM, CRM 2011, CRM 4.0, How to | Tagged , | 2 Comments

Dynamics CRM 4.0 rollup 16 now available

Posted on March 10, 2011 by

Microsoft continues to support dynamic CRM 4.0 by publishing yet another rollup, number 16.  This rollup  contains performance improvements and fixes for the import organization function of the deployment manager. Be sure to follow the instructions in the knowledge base … Continue reading →

Posted in CRM 4.0, Maintenance | Tagged | Leave a comment

Spring CRM 4.0/2011 Boot camp in Tampa

Posted on February 2, 2011 by

Our annual spring dynamics CRM training event will be held in Tampa, Florida from May 9 through May 19. Enroll now for your last chance to prep for the CRM 4.0 exams as this will be the last time we … Continue reading →

Posted in CRM 4.0, Training | Tagged | Leave a comment

Winter CRM boot camp in Atlanta held despite ‘Blizzard of 2011’

Posted on January 15, 2011 by

Our January CRM 4.0 boot camp in Atlanta started on time even though Atlanta was experiencing the worst weather in nearly 20 years.  Luckily, most participants arrived at the hotel Sunday before the weather got really bad and Hartsfield International … Continue reading →

Posted in CRM, CRM 4.0, Training | Tagged | 1 Comment

Using advanced find with one to one relationships in CRM 4.0

Posted on December 14, 2010 by

When the new many to many feature for any relationships came out with CRM 4.0, a lot of us had issues using it. I still haven’t figure out a way to use it to access records in a workflow and … Continue reading →

Posted in CRM 4.0, How to | Tagged , | Leave a comment

Dynamics CRM Customer Portal navigation controls

Posted on December 3, 2010 by

One of the issues in setting up a CMS based website using the Customer portal for Dynamics CRM was to recreate the Primary and Secondary navigation of an existing site. That site had a primary navigation that was easy to … Continue reading →

Posted in CRM 4.0, Extending | Tagged | Leave a comment