Neil McDonald's Dynamics CRM Blog

Archive for August 2010

Update Rollup 12 Podcast

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Well this is a first. Microsoft have put together a podcast regarding update rollup 12. It includes an insight into the internal Microsoft process of putting an update together and update rollout tips. You can listen to it on Blog Talk Radio.

Written by neilmcd

August 16, 2010 at 2:49 pm

Posted in CRM 4

Unresolved email clear out

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Unresolved_email_senders

I find that our CRM queues receive a lot of spam and I was looking for an easy way to clear this out. The easiest method I’ve found is deleting emails with unresolved senders which do not have the ‘regarding’ set. The Advanced Find above returns most of the spam received and makes it very simple to clear it all out.
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Written by neilmcd

August 6, 2010 at 1:33 pm

Posted in CRM 4

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Send mass mailings using templates

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Campaigns with Dynamics CRM are a great way to communicate with your customers and leads, but for some reason, Microsoft left out the option of sending campaign emails using email templates. There is, as always, a workaround for this. You can send the email template via an on demand workflow against a list of contacts.

First of all create your email template for the entity you would like to send the email to. In this case, I am going to use the Contact entity.

Create_template

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Written by neilmcd

August 2, 2010 at 3:13 pm

Posted in CRM 4

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