Please refer to the Implementation Guide for Microsoft CRM for hardware and software requirements.

Direct link to System requirements here http://msdn.microsoft.com/en-us/library/dd979161.aspx

Download link for full implementation guide here
http://www.microsoft.com/downloads/details.aspx?FamilyID=1ceb5e01-de9f-48c0-8ce2-51633ebf4714&displaylang=en

1. Open your CRM in the web browser.
2. Go to Settings –> System Jobs
3. Right click any System Job in the list and select Copy Shortcut
4. Select Templates from the menu on the left hand side.
5. Click Email Templates
6. Open the template titled: “Duplicate Detection Task Completion Template”
7. Highlight the url in the email, then right click and select Paste.
8. Backspace any extra text after the “id=” and before the yellow slug so the url appear similar to the one in the image above.
9. Click Save and Close.

When creating a wait condition in an workflow Microsoft allows you to use two auto-generated dates. These are labelled as “Timeout” and “Execution Time”.

Timeout is always the current time (i.e. a clock). Such that if you wanted to make a workflow wait until a specific time stored in a field in the entity then you would need to use Timeout.

Execution Time is the time when the workflow started. This can be used for things such as recording the time of an event took place.

Rollup 2 has been released for Microsoft CRM 4.0. This update includes all updates in rollup 1 so you do not need to install rollup 1 before installing this update.

You can find the Knowledge base Article here KB959419
You can download it here KB959419

Although the update can be uninstalled please make sure to backup all your data before installing.

Under certain conditions Microsoft CRM 4.0 will not let you update your license without a reinstall.

Refer to this Microsoft knowledge base article (KB947272) for a possible solution.

http://support.microsoft.com/kb/947272

In versions of Microsoft CRM prior to version 4 if you wanted to track emails and email replies you had to make use of a tracking token (ie. CRM:xxxxxx) in the subject of your emails.

This was required so that the email router could determine what the email was regarding. The option still exists and is still the default choice in CRM 4 but it is optional as there is an alternate method.

Microsoft CRM 4 makes use of a "smart matching technology" that has a similar effect by comparing subject lines and party lists.

The tracking token can be turned off so that this "smart matching" can be used by the a CRM System Administrator via the System Settings dialog.

For more information visit the following links

What's New in Microsoft Dynamics CRM 4.0 E-mail Integration

Microsoft Dynamics CRM, Email correlation and smart matching

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Our Microsoft CRM ISV solution QoS-IT makes use of a logo image file to display in print outs.

We have found that in some cases although you can open the image and view it in any windows application inc. paint that Internet Explorer cannot display it.

The solution for this has been to open it in any image editor, in our case paint and just save on top of it. This somehow allows Internet Explorer to view it.

If you have QoS-IT installed on your Microsoft CRM then you already have the Email To Case component installed. This guide will show you have to make use of the component in your CRM through a workflow.



In Microsoft CRM click on the settings area Click the Workflows item in the left menu. Click New to create a new workflow.   Enter a meaningful name for the Workflow. Eg. Email To Case Select the Email Entity Click OK...

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The Email router can theoretically be installed on any server but we recommend either the exchange server or the CRM server itself.

Insert your MS-CRM CD into the optical drive of your server.   Click Install E-mail Router to run the install wizard.   On the Welcome page, select whether you want to update Microsoft Dynamics CRM Server Setup. We recommend that, if updates are available, you let...

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