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MS CRM 4 – Migrate Database Servers and Versions

I had a good working weekend last Saturday.   I moved our CRM 4 databases (2 organization databases and the config database) to a new server.  It was as smooth a migration as I could have ever hope for.

Here is the server I moved from:

Windows 2003 Server 64 bit
SQL 2005 64 bit

Here is what I moved to:

Windows . . . → Read More: MS CRM 4 – Migrate Database Servers and Versions

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CRM Client AutoUpdate Configuration File

With every rollup you have to update all  of your clients.  It is a pretty easy process, but I thought I could help out by providing the xml for rollups 6 thru 11.  I named my file clientupgrade.xml.  For the complete details on how to setup the auto update, take a look at the MS Dynamics . . . → Read More: CRM Client AutoUpdate Configuration File

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MS CRM E-Mail Router Not Working

A couple of weeks ago the E-Mail Router for Microsoft CRM 4 (Rollup 11) stopped working.  The error I was getting for the server was that the certificate for the Exchange server was not valid.  So I started to dig. 

I found out that the certificate for the Exchange server was renewed on the day my . . . → Read More: MS CRM E-Mail Router Not Working

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Social Connections in Business

How do you manage all of your connections?

I have several different silos that I use.  LinkedIn, Twitter, Facebook, etc all have their own contact list.  I do not have a place that consolidates it all, but I want it.  I do have some requirements though.

I know that Outlook is incorporating it in 2010 and Mozilla . . . → Read More: Social Connections in Business

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Microsoft CRM Online Mail merge to email or fax the letter

I was recently working with a customer that uses the mail merge function often to send a contract to a specific contact and either email it or fax it. The issue they ran into is that when they emailed the… . . . → Read More: Microsoft CRM Online Mail merge to email or fax the letter

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