Sir Slur

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

In my previous post, I pointed to the new hosted location of the CRM 4.0 Trace File utility. The CRM Trace output is great because it produces very detailed information on what is happening on the server during a specific… . . . → Read More: Delete Old CRM 4.0 Trace Files before running a New Trace

The indispensable Microsoft Dynamics CRM Trace, Support & Diagnostic tools have moved to a new location – http://blogs.msdn.com/emeadcrmsupport/archive/2010/04/13/crm-support-tools-hosted-by-the-emea-dynamics-crm-support-blog.aspx The tools are invaluable for troubleshooting permissions errors and other surprises. – http://support.microsoft.com/kb/907490 describes the process for enabling the trace manually, but… . . . → Read More: CRM 4.0 Server Trace and Support Tools’ New Home

We’re down in Atlanta for Convergence 2010, Microsoft’s annual get-together for Microsoft Dynamics partners and customers. Since it was in our back yard in Atlanta this year, we saw a very good representation of CEI’s customers at the conference. If… . . . → Read More: Live from Convergence 2010

Editing a template in CRM 4.0 is fairly simple but there are a few things to be aware of. I documented the steps below for eveyone and as a reminder for myself. 1. Click on “Settings” in the Wunderbar. 2…. . . . → Read More: Editing a Mail Merge template in CRM 4.0

I really like the task activity in Microsoft Dynamics CRM. As opposed to a mode specific activity, like a phone call, fax, letter, or an appointment (which typically means that you are doing something with someone), a task is a… . . . → Read More: Validate Microsoft CRM Task Data At Close