Monthly Archives: January 2010

How To Sort on Multiple Columns in a Microsoft CRM List View

Posted on January 25, 2010 by Frank Lee

Here is a pretty handy function: Use the Shift key + mouse click on any Microsoft Dynamics CRM List View columns to allow for sorting on multiple columns (multi-sort) – ascending or descending.  This function is supported on both Microsoft CRM … Continue reading →

Posted in Microsoft CRM | 2 Comments

Microsoft Dynamics CRM 4.0 & CRM Online Mail Merge – Links, Observations & Trouble-shooting Tips

Posted on January 12, 2010 by Frank Lee

The Mail Merge function in Microsoft Dynamics CRM 4.0 and CRM Online integrates your Microsoft CRM data (Accounts/Contacts/Leads/etc.) with the power of Microsoft Word and Outlook Mail Merge capabilities.   Here are some good links, observations & trouble-shooting notes:   – Video: Mail Merge – Time: 08:03 This … Continue reading →

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CRM IE Error Message: ActiveX control in an unsafe manner

Posted on January 11, 2010 by Frank Lee

With the release of Microsoft CRM 4.0 Update Rollup 7 (UR7) and Microsoft CRM Online R4 (November), a few of our customers are encountering the following Intenet Explorer (IE) error message when using their Microsoft CRM Web Clieint:   "Internet Explorer has … Continue reading →

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How to Bulk/Mass E-mail Blast including Merge Fields and Pictures with Microsoft CRM 4.0 or CRM Online

Posted on January 6, 2010 by Frank Lee

Happy New Year!    A common CRM task during the Holiday Season is to send out personalized Email greetings with images to customers.  With features like Bulk E-mail Blast and Field Merge "Mail Merge", emailing with Microsoft CRM is an … Continue reading →

Posted in Marketing | 5 Comments