Dynamics CRM tips and tricks

Here is the scenario: I have created a few test quotes in Microsoft CRM 4.0. Once I close them, I want to delete the CRM quotes.

Simple right? Right? WRONG. The way Microsoft Dynamics CRM 4.0 is configured by default, CRM Quotes become read-only once they are closed. This makes it impossible to delete them. So the question becomes…

What are the new entities in Dynamics CRM 4.0 Mobile and how do I access them?
You’re in luck… we have the answers!

Here’s the situation: you’re using workflows in Dynamics CRM 4.0. All of a sudden your workflows are not working, and you are receiving this error:

“an error occurred when the workflow was being created. try to save the workflow again”.

Most CRM users/admins I encounter as the Dynamics CRM guru at Fpweb.net tell me they are going to simply save their CRM workflow and try to publish again. Since the error message is telling them to do that… I can’t really blame them. However – I know from experience that this does not work. Luckily, I have the solution that does work.

Microsoft Dynamics CRM 4.0 is a vastly customizable solution, perfect for developers to create applications that run on top of it.

There are numerous issues and questions that arise when I’m assisting Fpweb.net hosted CRM customers that have a high level of CRM customization. One of the most common is: How do I access the Dynamics CRM Discovery Service via the internet?

Ok, so you have installed a new language pack from Microsoft to use in your Dynamics CRM 4.0 environment but cannot find it when you try to enable it. Not only that, but the language settings box is blank. What in the world happened?

Hey folks! Like a lot of you, I like my MS Dynamics CRM with a little bit of Mozilla Firefox mixed in. The only problem is, you cannot view your CRM environment in the Firefox browser. This frustrates me. Luckily, I have a way for you to get the best of both worlds with a simple add-on for Firefox. Who said you can’t have your pie and eat it too…

Hello everyone… It’s been a while, but I’m finally back with more words of CRM wisdom:

Here at Fpweb.net, we’re hard at work gearing up for the Microsoft Dynamics CRM 5.0 TAP program, and the most common question asked of the CRM Samurai (or Sammy to my friends):

“…will CRM 5.0 integrate more fluidly into SQL 2008?”