I was getting the Pending email warning message today when I logged into CRM. This message will appear if you have some emails which haven’t been sent. After a week of this message I finally decided to do something about it, I couldn’t figure out what emails I might have in CRM which wouldn’t have… [Read more…]
December 5, 2011
I had a Kafka like problem today. I clicked the manage Organisation button in outlook, File -> CRM -> Manage Organisations The problem then appears saying Microsoft Dynamics CRM for Outlook cannot be configured while Microsoft Outlook is running. Close Outlook and try again. These seemed crazy, the manage organisations button is in outlook but… [Read more…]
December 1, 2011
The default functionality in CRM 2011 Outlook client doesn’t allow you to CRM folders to the favourites section. This is quite annoying because the CRM folders are held way down the bottom and can take a bit of time to navigate to. There is a KB article from Microsoft which gives instructions on how to… [Read more…]
November 7, 2011
I had installed the outlook Add-In and it had been running for a month or so and then suddenly it stopped appearing in Outlook. The folders weren’t there and non of the functionality was showing. I tried accessing CRM using the browser and the it didn’t give me the message saying I should install CRM… [Read more…]
September 30, 2011
Recently Metaphorix has upgraded it’s CRM version from CRM 4 to CRM 2011, I should I upgraded the versions. I found that some people who had been using older versions of outlook would find they had no Ribbon after the outlook CRM upgrade. The reason for this was a registry setting which isn’t deleted. To… [Read more…]
September 23, 2011
I had someone call me today saying they were working from home and when they opened outlook the CRM parts of it were greyed out. It seemed that CRM was unavailable. hmmmm I did first check the user hadn’t had their CRM roles removed, which might explain why they couldn’t view anything, although it didn’t… [Read more…]
September 20, 2011
I got an error today when synchronizing my outlook and going offline for the first time. It’s always a bit scary going offline and it’s a terrible call to get if you have a customer who is having trouble with going offline. I got this error when it was trying to bring down the customizations.… [Read more…]
August 23, 2011
I recently had a customer call up saying their workflows in CRM 4 were not sending emails. This involved me doing a bit of research about emails in CRM. The fundamental piece of information is CRM doesn’t have any email capability! Yes it needs something else to send the emails for it. There are two… [Read more…]
August 12, 2011
I was looking for some Sales videos this week to send to a client to give him a bit of an overview how you can use CRM 2011 in your sales process. I also found a nice video on using outlook and dashboards. sales demo part 1 sales module part 2 outlook http://www.youtube.com/watch?v=3OvgJga5QHM&feature=related living in… [Read more…]
August 4, 2011
Someone at work reported a problem with the emailing tracking functionality in CRM. They were tracking outbound emails ok but the replies weren’t being tracked in CRM. Whilst investigating the problem (there is a tickbox to track inbound emails in CRM) I found this forum posting which listed the various email tracking settings in CRM.… [Read more…]
I'm a Dynamics CRM Developer - Consultant based in Birmingham, UK.
Certifications
CRM 4.0 Applications
CRM 4.0 Customization and Configuration
CRM 4.0 Installation and Deployment
CRM 4.0 Extending Microsoft Dynamics
March 15, 2012
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