Neil McDonald's Dynamics CRM Blog

Archive for the ‘CRM 4’ Category

Update Rollup 15 for Dynamics CRM 4

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Microsoft have released the 15th update rollup for Dynamics CRM 4. Read more about it on the official blog.

Written by neilmcd

January 16, 2011 at 5:54 pm

Posted in CRM 4

Update Rollup 14 for Dynamics CRM 4

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Microsoft have released Dynamics CRM Update Rollup 14 along with an accompanying podcast. You can get the software updates here. It includes more compatibility fixes for IE9 but it’s still not perfect.

Apologies for the lack of posts recently, normal service will resume in the next week or so!

Written by neilmcd

November 22, 2010 at 4:23 pm

Posted in CRM 4

Update Rollup 13 for Dynamics CRM 4

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Microsoft have just released Dynamics CRM 4 update rollup 13. You can read more about it on the official blog and download it here. They mention that the rollup contains fixes for some high impact Internet Explorer 9 issues which will come as a relief for many!

Written by neilmcd

September 23, 2010 at 10:40 pm

Posted in CRM 4

Upgrading a CRM 4 Organisation to Dynamics CRM 2011

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I’ve posted another short video, showing how easy it is to upgrade a Dynamics CRM 4 organisation to Dynamics CRM 2011.

The steps involved were: –

  • Backup current CRM 4 organisation
  • Restore the database to the SQL server hosting the other CRM organisations
  • Use the Deployment Manage import wizard
  • Map any users that exist in the organisation to Active Directory accounts. If you are restoring to a server in the same domain, auto mapping users should work fine
  • Run the import
  • Log in and test

I did this using the all in one virtual server I had set up previously, which is proving to be a great little training ground!

Written by neilmcd

September 15, 2010 at 4:00 pm

Posted in CRM 2011, CRM 4

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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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