Category Archives: ms crm 5.0

Microsoft CRM 2011 and Office 2013 Support

Posted on October 26, 2012 by Frank Lee

There are new versions of popular Microsoft products released recently such as SQL Server 2012, Windows Server 2012 and Windows 8, and finally this week – Office 2013!  Since the Microsoft Dynamics CRM 2011 for Outlook is a very popular … Continue reading →

Posted in CRM 2011, CRM On Premise, CRM Online, Microsoft Dynamics CRM, ms crm 5.0, Outlook Client, Update Rollup | Tagged , | 2 Comments

Microsoft CRM 2011 and Windows 8 Support

Posted on September 21, 2012 by Frank Lee

Windows 8 with the new Metro UI is a major change – I’m still getting use to it.  In terms of Microsoft CRM 2011 support – Microsoft Dynamics CRM 2011 with Update Rollup 10 is compatible with Windows 8 per … Continue reading →

Posted in CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Outlook Client, Update Rollup | Tagged , , , , | 2 Comments

Microsoft CRM Mobile Express on iPad / iPhone Setting

Posted on June 11, 2012 by Frank Lee

A common Microsoft CRM mobile question I’d often come across – does Microsoft CRM supports iPad or iPhone? As of June 11, 2012, the Microsoft Dynamics CRM Mobile Express client runs on iPad/iPhone.  Be sure to check the setting to … Continue reading →

Posted in CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Mobile, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, ms crm 5.0 | Tagged , , | 1 Comment

Microsoft CRM Demos, Pricing and Why Microsoft CRM

Posted on April 7, 2012 by Frank Lee

For good online demonstrations of Microsoft Dynamics CRM, I would recommend checking out these online demos, they are among the best that I’d seen: Driving Sales Productivity Maximizing Marketing Impact Optimize Customer Experience Another good site is the Weekly Webcasts … Continue reading →

Posted in CRM 2011, CRM Online, Demo, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Pricing | Tagged , , | Leave a comment

How to display All Personal Views Shared with You in Microsoft CRM 2011

Posted on March 24, 2012 by Frank Lee

Here is a quick way to find out all the personal views that other users have shared with you in Microsoft Dynamics CRM 2011. From Advanced Find >> Saved Views >> Record Type >> All >> Active Views Shared with … Continue reading →

Posted in Advanced Find, CRM 2011, CRM On Premise, CRM Online, Microsoft Dynamics CRM, MS CRM, ms crm 5.0 | Tagged | 2 Comments

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

How to Bring Back Synched MS CRM 2011 Outlook Contacts

Posted on March 11, 2012 by Frank Lee

A common question for Microsoft Dynamics CRM 2011 Outlook users is how to bring back their CRM synchronized contacts (based on their Outlook Filter data groups) to Outlook when they had deleted those contacts from Outlook.  Note: When a CRM … Continue reading →

Posted in CRM 2011, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, ms crm 5.0, Outlook Client, Synchronization Filter | Tagged , , | 3 Comments

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

CRM Offline New Activity Error – “Record Is Unavailable”

Posted on December 18, 2011 by Frank Lee

For Microsoft Dynamics CRM 2011 organizations (Online or On-Premise) that were upgraded from CRM 4.0 – if your CRM Users receive the following error message when creating/saving a new CRM activity (Appointment, Task, Phone Call, etc.) while using the Microsoft … Continue reading →

Posted in CRM 2011, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, ms crm 5.0, Offline, Outlook Client, Synchronization Filter, Upgrade | Tagged , | 1 Comment