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CRM 4.0 Outlook Client & Quickbooks Time Tracker for Outlook Conflict

If you have been having problems with CRM 4.0 Mail merge giving you the following error and you are using Quickbooks Time Tracker, try disabling the Time Tracker add in for Outlook and see if it solves...

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Windows 7 Enterprise RTM Activation Fails

Last week I upgraded from Vista 64 Windows 7 enterprise 64-bit. While I had a few problems with drivers from HP, it was a pretty painless upgrade. This morning I noticed that activation was failing. I...

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CRM 4.0 Rollup 7 has major fixes for the Outlook Client!

I have just installed it and will add more later, but initial results seem promising for some of the issues facing laptop users like suspend and sleep, entering and leaving the network, etc.! The...

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CRM 4.0 Data Import Error prevents submitting import job

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...

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CRM 4.0 Outlook Client Mail Merge (mis)behaves like Web Client merge

  This requires that you go click the macro add-in button for CRM before it will process the mail merge and more importantly, it does not give you the options to reload it back into CRM. Since I had to...

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CRM 4.0 Rollup 11 has corrupt download- fixed as of 6/28/2010

It appears that the rollup 11 download for the CRM client is a corrupted archive. Just a heads up, I’ve been trying to download rollup 11 for CRM 4.0 in order to update my Outlook client to rollup 11...

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CRM 2011 Quote Mail Merge Template Spacing Tricks

A number of times I’ve received questions from users about how I got the spacing to work on my quote templates that were posted back in CRM 4.0. Shannon asked today if I do a quick video one and since...

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Issues with Document Actions menu in CRM 2011

Some of our users has had a problem with  the CRM 2011 to SharePoint document interface. For some reason, whenever they attempted to click on the actions menu for the documents associated with the CRM...

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Hosting CRM 2011 Training VMs on Windows 8 Hyper-V

We were in Galisbay, Saint Martin training last week. (I know, it’s tough, but somebody has to do it!) Our host was Computech, a certified Microsoft partner who has build a substantial IT and...

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Dynamics CRM App for Tablet issue on instances upgraded from CRM 2011

I recently went thru an annoying debugging process on a CRM instance that the CRM App for Tablets on Windows 10, Windows 8.1 and iPad IOS 8.4.1. This instance had never been able to be configured on...

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