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Matt Wittemann's Articles

Queues Not Receiving Emails

We use queues in Microsoft CRM 4.0 to receive email for various sales and customer service functions. I recently set up a new queue and, when I tested it, I found that it was not receiving email at all. This led me to test our other queues, and, much to my chagrin, I realized they were not receiving email either!   As it turns out, there were two things that threw a wrench in our queues. Each of them alone would have caused the queues to break. 1) We recently set up a new SSL certificate f ...

CRM 5 Preview

Simon Hutson has a great blog post where he's compiled a lot of the publicly available information about what Microsoft is cooking up for the next version of CRM, creatively code-named "CRM 5." Lots of exciting stuff for us CRM geeks!


Add a "Copy Address to Clipboard" Button to Your Contact Form

When working with Contact records in Microsoft Dynamics CRM, you might find it frustrating if someone asks you to send them the address of a particular contact. You either have to re-type it or copy it line by line. To save yourself the headache, use the ISVConfig customizations in CRM 3.0 or CRM 4.0 to add a button to the Contact form that lets you copy the address to the clipboard. The example in this entry illustrates how to do this for the Contact.

How Many Duplicate Records Do You Have?

Microsoft Dynamics CRM 4.0 has built-in duplicate detection which is great, but in 3.0, which many businesses are still using, the only options for duplicate detection were some third-party applications or a a custom-developed one like the minimally functional example in the 3.0 SDK. [BEST PRACTICES NOTE: Duplicate detection should be only one of the tools in you data quality arsenal. The best approach is  to have some solid practices that govern data entry, ...

XRM and CRM 2.0

Traditional CRM needs to evolve to keep pace with customers who are accustomed to two-sided relationships, a la Web 2.0 social media/communities.

Upgrading CRM 3.0 SBE to CRM 4.0 Professional - Part II: The Outlook Client

I posted previously about my experiences upgrading CRM 3.0 SBE (the Small Business Server edition) to CRM 4.0 Professional. One major area I wanted to address also was the upgrade of the Outlook client. We've dealt with a lot of upgrades of the laptop, or offline, client, and run into some issues. Basically, you want to uninstall the 3.0 client and then do a clean install of the 4.0 client. Of course, you need to be logged in as the user who will be using Outlook/CRM, and have local admin right ...

Upgrading CRM 3.0 SBE to CRM 4.0 Professional

I recently performed my first upgrade of CRM 3.0 SBE (on Small Business Server 2003 R2) to CRM 4.0 Professional. Here are some important considerations if you are planning for your own upgrade

CRM 4.0 Email Tracking Token Can be Turned Off

CRM 4.0 now offers the ability to turn off the tracking token and still track most email messages.

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CPR for CRM Study

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SharePoint Readiness Assessment

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CRM Self Assessment

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SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.