Monthly Archives: February 2010

How To Obtain the Total Record Count in Microsoft Dynamics CRM


Often times, a Microsoft Dynamics CRM user would like to know the total record count of a View listing or an Advanced Find query result.  However, the view shows the number of records listed on each page only with a … Continue reading

Posted in CRM 2011, CRM Online, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, ms crm 5.0, Report | Tagged , , , | 11 Comments

Microsoft CRM IE Warning Message: Do you want to view only the webpage content that was delivered securely?


When accessing Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM Online, you may come across this Internet Explorer (IE) Security Warning message "Do you want to view only the webpage content that was delivered securely?": This is mainly due to some CRM … Continue reading

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Microsoft MVP Summit 2010 – Microsoft Dynamics CRM MVPs


Microsoft MVP Global Summits have always been fun and educational events – the 2010 Summit was no exception.  As of 2/20/2010, there are 38 Microsoft Dynamics CRM MVPs worldwide.  I had been awarded the Microsoft CRM MVP since 2006 - it certainly has been my privilege and honor to … Continue reading

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How To obtain the setup updates for Microsoft Dynamics CRM 4.0 manually


There are a few occasions when we don’t have access to the internet on the server that is being installed with Microsoft Dynamics CRM 4.0 Server, Email Router, or the SRS Connector.  This causes a problem when we try to select the "Update … Continue reading

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How to Send One Email to Multiple Recipients and Track in CRM


There are times when I want to send an email to a group of folks under the BCC or CC area and also want to track that email in CRM linking to each of the individuals in the BCC or CC.  Although this is not … Continue reading

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Microsoft Dynamics CRM Tips for Smaller Businesses


I have been devoted to CRM for smaller businesses since 2000, because I feel this is an area where significant improvement to operations and profits can be made – vital for staying competitive during these challenging economic times.  I initially deployed Siebel … Continue reading

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How to Resolve “The text entered exceeds the maximum length”


If you are using the Microsoft Dynamics CRM for Outlook Client via Microsoft CRM 4.0 On Premise or CRM Online, you may encounter the following error message when promoting/tracking an Outlook e-mail message with CRM:   "The text entered exceeds … Continue reading

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How To Setup CRM Product Pricing to Support Negative Amount


I had a customer help request that involves setting a few product items in Microsoft Dynamics CRM to mimic their Account/ERP system’s discount line items – where each of these line items yield a negative amount in an Order Product item.  … Continue reading

Posted in Microsoft Dynamics CRM | 2 Comments