MS Dynamics CRM Usability

Our primary focus is on Microsoft Dynamics CRM usability & training issues, but other issues will appear from time to time.

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CRM 4.0 Data Import Error prevents submitting import job

March 09, 2010

I ran into an interesting error this morning that I thought I would share. I was attempting to import a CSV file called “Area code to Time zone & State List.csv” into a custom entity in CRM 4.0 when I got the following message: “An error has occurred”.

Posted by Steve Noe on 03/09 at 08:53 AM
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Join us for a CRM Bootcamp in Denver, CO – May 17 to 27, 2010

February 13, 2010

Our first spring CRM boot camp in Denver Colorado is offered in conjunction with Sunset Learning Institute. Come join in the fun...

Posted by Steve Noe on 02/13 at 05:21 PM
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Dynamics CRM 4.0 Rollup 9 is available for download

February 12, 2010

The latest rollup from Microsoft is now available for download

Posted by Steve Noe on 02/12 at 07:32 AM
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Improve CRM 4.0 user productivity with Outlook favorites

February 11, 2010

One of my favorite productivity tips is to use Microsoft Outlook favorites folders in the mail panel to make it easier to access all the different functions you use in Dynamics CRM.

Posted by Steve Noe on 02/11 at 02:58 PM
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Configuring CRM 4.0 R8 On-Premise E-Mail Router with Exchange Online / BPOS

January 27, 2010

If you need to configure the CRM 4.0 on-premise e-mail router at rollup 8 to work with Exchange Online or BPOS, you will need to use a pop3 and SMTP configuration for your CRM e-mail router until Microsoft releases an update that supports BPOS from directly within the router. Here’s how…

Posted by Steve Noe on 01/27 at 04:57 PM
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