Category Archives: Best Practice

CRM 2013 Dashboard Design Difference for Outlook Client and Web Client

Posted on April 24, 2014 by Frank Lee

I had an interesting design observation while working on a Microsoft CRM project – the Microsoft Dynamics CRM 2013 or CRM Online Dashboard behavior has slight differences between the CRM Outlook Client and Web Client. One of the differences that … Continue reading →

Posted in Best Practice, CRM 2013, CRM Design, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Outlook Client | Tagged , , , | 2 Comments

How to Enable Queues to support Contacts and Use Workflow to add Contacts to a Queue in Microsoft CRM 2011

Posted on May 6, 2012 by Frank Lee

Recently, I have been involved with how Microsoft Dynamics CRM could help with the education sector.  One interesting scenario is how to reach out to each student at least once a month by a pool of different department representatives (Teachers, … Continue reading →

Posted in Best Practice, CRM 2011, CRM Design, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM, Queue | Tagged , , | Leave a comment

MSCRM 2011 Outlook Client Offline Setup Notes

Posted on March 11, 2012 by Frank Lee

Here are some good setup notes when preparing a Microsoft Dynamics CRM 2011 Outlook Client for Offline usage:   Fast PC, RAM and Hard Drive When Microsoft CRM Outlook Client is operating in Offline mode – all the processing is … Continue reading →

Posted in Best Practice, CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, ms crm 5.0, Offline, Outlook Client | Tagged , , , | Leave a comment

Set Personal Default View in Microsoft CRM 2011 Web Client

Posted on March 9, 2012 by Frank Lee

If you are using the Microsoft CRM 2011 Web Client – one of the more useful setting is to set your personal default view.  Often times, the system default view may not be your personal preference.  Also, you may have … Continue reading →

Posted in Best Practice, CRM 2011, CRM On Premise, CRM Online, Microsoft Dynamics CRM, ms crm 5.0 | Tagged | 7 Comments

Initial CRM 2011 Outlook Client Settings

Posted on August 22, 2011 by Frank Lee

Here are some good initial Microsoft CRM 2011 Outlook Client settings that I’d suggest.  Note: Your organization’s initial Microsoft CRM settings may be different – always check with your CRM administrator for guidance: Check only “Outlook Synchronization” under the Microsoft … Continue reading →

Posted in Best Practice, CRM 2011, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Outlook Client | Tagged | 4 Comments

Shortcuts setup in Microsoft CRM 2011 Outlook Client

Posted on August 13, 2011 by Frank Lee

Here is a good technique to quickly access your common Microsoft CRM 2011 areas(Accounts, Contacts, Leads, etc.) within the Microsoft Dynamics CRM 2011 Outlook Client: Use the Shortcuts view in the Outlook Navigation Pane – it supports creating shortcuts to … Continue reading →

Posted in Best Practice, CRM 2011, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Outlook Client | Tagged | Leave a comment

Upgrading a Microsoft CRM 4.0 32 bit server environment to CRM 2011

Posted on August 10, 2011 by Frank Lee

I had recently been asked by one of our CRM customers in the food ingredients manufacturer and distribution business how to upgrade their On-premise Microsoft Dynamics CRM 4.0 to CRM 2011.  In particular – their MS CRM 4.0 Server is … Continue reading →

Posted in Best Practice, CRM 2011, CRM On Premise, Deployment Manager, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, ms crm 5.0, Upgrade | Tagged | 3 Comments

Check MS CRM Workflows Ownership to avoid The System Could Not Log You On Error

Posted on March 31, 2011 by Frank Lee

This is a common Workflow error I’d observed on many MS Dynamics CRM environments while trouble-shooting their workflows: The system could not log you on.  This could be because your user record or the business unit you belong to has … Continue reading →

Posted in Best Practice, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM, Troubleshooting | Tagged , | 1 Comment