Resolution for Invalid User Authentication by re-linking a users CRM account to Active Directory

March 17th, 2010 by admin


There are plenty of situations where a CRM user’s AD account is deleted and re-created. –Such as when a user leaves an organization “Forever!” only to return later – or where where a user’s AD account gets deleted or changed,…

SQL query to find duplicate values in a column

March 16th, 2010 by admin


Here is a useful sql query to help identify duplicate values in a column and return a count of the number of times that value appears. In this case I am determining duplicate usernames in the contact table. SELECT New_Username,…

User Acceptance

March 16th, 2010 by sirslur


Getting one of my deployments of CRM fully rolled out has been a slow process. When I started, they only wanted to use part of the sales functionality.  They wanted  to use Accounts, Contacts, Orders, Invoices, and Leads (orders and invoices were being integrated over from Great Plains).  As you can see, not very [...]

Re-Assigning Records with Mobile Express

March 16th, 2010 by admin


I have found myself using Dynamics CRM Mobile Express fairly frequently lately. I’ve been away from the office and had to address cases or look up company addresses, and it has come in really handy. If you are not familiar…

Microsoft Dynamics CRM and 24 Hour Clock (Military Time)

March 12th, 2010 by admin


In Microsoft Dynamics CRM 4.0, when working with a Date Time field, when you select the time from the drop-down, you can select times in 30 minute intervals (12:00 AM, 12:30 AM, 1:00 AM . . .). If the time…

Working with the Parent Customer field in Microsoft Dynamics CRM Data Imports

March 10th, 2010 by admin


In Microsoft Dynamics CRM, there is a unique lookup field called “Parent Customer” that is found on system entities such as Contacts and Opportunities. This is a lookup field that can look up an account or a Contact record. When…

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