One of my customers needed to disqualify about 700 dead leads that had been imported from their previous CRM solution. Unfortunately, there isn't any automatic way to do this, but after Googling around a bit, I found a fairly good solution that doesn't require any coding. Follow these steps:
As the CRM Administrator:
1) From the CRM [...]
I have noticed on a few occasions that the CRM Laptop client can get horribly confused by something that happened to it. Many times, it's rather difficult to determine the root cause, so we just go directly to the remove and reinstall procedure, since it will save time and money. ( Hopefully with little or [...]
17 Nov
Posted by: mitch in: Dynamics CRM
I ran into an interesting issue at a customer yesterday that I thought may be of interest to everyone.
Scenario:
The customer has temporary administrative staff brought in to handle overflow work during peak times. Instead of creating a unique user name and login for these users, they decided to just create a user called Staff, which [...]
[Via Susan Bradley]
It seems Dynamics CRM 3.0 has issues with IE 7 when combined with Office, as documented in the following Knowledgebase article.
You need to not run CRM in "Application Mode."
To use the Microsoft Dynamics CRM 3.0 Web application together with Internet Explorer 7, you must turn off the application mode setting for the [...]
or actually, a finger. Back.
About a year and a half ago, I stuck my left middle-finger into a very large piece of woodworking equipment and lopped off the left corner. Very irritating, let me tell you.
Anyway, my body reconfigured the nerves at the end of the finger during the healing process and I lost the [...]
05 Nov
Posted by: mitch in: Customization, Dynamics CRM
Ronald Lemmen published two really neat tricks for developers, CRM or otherwise.
The first deals with obtaining the FetchXML code used by CRM internally to perform searches using the Advanced Find feature. This is really great because it will save CRM developers tons of time. Instead of creating the query by hand, you can utilize CRM [...]