I thought we were all through with the Daylight Savings Time (DST) issues, but I was wrong.
One of my customers purchased a newer, more powerful, SBS 2003 box and we had to migrate CRM 3.0 from the old server to the new server.
Overall, everything went fine. Redeployment manager did it's job, CRM installed to the […]

Kevin Collins, a friend at one of my partner companies, Integrated Data Architects, ran into an issue getting the Outlook client connected to their CRM server which is co-located at a site in Dallas.
CRM 4.0 now has something called an Internet Facing Deployment which is a new way of configuring CRM which came into play […]

One of the steps that people sometimes forget when creating an email enabled queue it to apply to CRM Forwarding Rule to the Queue mailbox.  If you do this, and your queue is in use, you will find unprocessed email in the Queue's mailbox.
The CRM Forwarding Rule rule only works on new, inbound, email and […]

I ran into an interesting issue a couple of weeks ago where a prospective customer was attempting to renew their Software Assurance (SA) plan and could not find the original subscription information.
On a hunch, I had him re-run the CRM Registration wizard.  Much to our relief, the information originally recorded during the registration process was […]

In the past couple of months, I have run into issues deploying the CRM Forward Rule to Outlook 2007 clients. 
If you are facing this issue, you may wish to try installing the CRM 3.0-Exchange E-Mail Router Update.
While the documentation doesn't actually state that issues related to Outlook 2007 can be solved by installing this update, it […]

Andy Goodman has published the final version of a how-to guide that will allow you to publish your CRM web site running on Small Business Server to the Internet.
Great work Andy.

I sometimes spend way more time than I should working on projects that allow me to increase my understanding and knowledge.  My current CRM installation is no different.  I have invested a great deal of non-billable time on the data import process so that I can better gauge the requirements for future projects of a […]

As you may know, each record within the CRM system has a unique identifier that identifies it within the system. This identifier is know as a GUID, or a Globally Unique ID.
When you programmatically import records into CRM, you can either supply the GUID yourself, as a item within the import dataset, or you may […]

Dynamics CRM 3.0 ships with a Configuration Wizard that allows you to configure most of the common customization points automatically.  It builds a configuration file that can either be saved for later Import or Imported live.
Where to find it:
Look in the following folder on your CRM Server:
[installation drive]\Program Files\Microsoft CRM\Tools\
The application file name is:
Microsoft.Crm.Sbe.Configuration.Wizard.exe
Launching the […]

Gaining user acceptance and adoption of Dynamics CRM can, of course, be greatly increased with proper instruction and training.
I have begun to notice a pattern in acceptance should you be installing CRM into an organization that does not currently utilize Outlook, or uses it minimally.
If the user isn't familiar and comfortable with Outlook, installing the […]