Monthly Archives: December 2009

Using Advanced Find to list all the Microsoft CRM e-mail records with unresolved email addresses

Posted on December 27, 2009 by Frank Lee

Microsoft Dynamics CRM Email records can contain unresolved email addresses especially those from Microsoft CRM Outlook Client “Track in CRM” emails.  This is due to the typical Microsoft Outlook Email containing email addresses that are not related to any existing … Continue reading →

Posted in Advanced Find, CRM On Premise, CRM Online | Tagged | 2 Comments

Import Data – Watch Out for the Hyphen and Dash

Posted on December 26, 2009 by Frank Lee

On a recent Data Migration project, I needed to trouble-shoot imports from various Excel and Word data sources into Microsoft CRM entities such as Account, Contact, Notes, etc.   I had used the new November Release (R4) of the Import Data Wizard for Microsoft … Continue reading →

Posted in Data Import | Leave a comment

How to Find Microsoft CRM Version and Organization Info

Posted on December 25, 2009 by Frank Lee

Here is how to find what version of the Microsoft CRM 4.0 including the Update Rollup applied and Organization Info you are running:   CRM Web Client >> Help >> About Microsoft Dynamics CRM           In … Continue reading →

Posted in CRM On Premise, Microsoft CRM, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM 4.0, Update Rollup | Tagged , , | 4 Comments

Microsoft CRM 4.0 & Windows Server 2008 R2

Posted on December 10, 2009 by Frank Lee

I recently installed Microsoft Dynamics CRM 4.0 server on a Windows Server 2008 R2 x64 machine and it completed successfully.  Referencing the Microsoft KB Article on Support for Microsoft CRM 4.0 on Windows Server 2008 helped.   However, I then encountered the … Continue reading →

Posted in Microsoft CRM Installation | Leave a comment

Microsoft CRM 4.0 & SQL Server 2008 Reporting Services on the same server

Posted on December 7, 2009 by Frank Lee

Microsoft Dynamics CRM 4.0 was released at the end of 2007, so it worked really well (tested more) on Windows 2003, SQL Server 2005, Small Business Server 2003 environments.  However, now a days, I see more and more deployments of Microsoft … Continue reading →

Posted in Microsoft CRM Installation | 6 Comments