Monthly Archives: February 2010

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 →

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 →

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 →

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 →

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 →

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 →

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 →