Video: Introduction to the Outlook Client for Microsoft Dynamics CRM 4.0

CRM 4.0, General Users, Links, Salespeople, Support, Videos June 10th, 2010

Check out my latest demonstration video on the CRM 4.0 Outlook Client! It’s an outline of the general navigation and features of the client, so it’s really nothing new for the seasoned CRM Consultants out there. Rather, this video is targeted for new and prospective clients who don’t live and breathe the CRM world everyday.

Hope you enjoy it… I’d appreciate your feedback!



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Update Rollup 11 for Dynamics CRM now available for download (KB 981328)

Administrator, CRM 4.0, Downloads, General Users, Support June 3rd, 2010

Drogba, Ivory Coast's number 11, gets a kick out of regular updates to his CRM. (UPDATE: he's injured and will miss the World Cup. Bummer)

Microsoft released the latest Update Rollup 11 for Dynamics CRM today, just in time before the World Cup 2010 tournament.  It’s so obvious now; they did this to make some room in their schedule for watching the live matches.  Indeed, they had already announced that there would be regular updates every 8 weeks… but I see through your game!   ಠ_ಠ

This release shows better Ribbon integration with Outlook 2010.  The CRM buttons don’t appear in the Add-Ins tab anymore.

Make sure you download and review the KB article from the links below.

The usual considerations apply regarding backing up and restoring customization XML files.  Make sure to carefully read the release notes before upgrading.

Some notable updates:

  • Windows Internet Explorer crashes or stops responding when you use the Advanced Find view on a computer that is running Windows 7.
  • After you apply Update Rollup 7 for Microsoft Dynamics CRM 4.0, you experience slow performance when you open Microsoft Dynamics CRM 4.0 Web client.
  • When you create a Microsoft SQL Server 2008 Reporting Services (SSRS 2008) report by using the new SSRS 2008 features, you cannot display the report in Microsoft Dynamics CRM 4.0.
  • You experience slow performance when you add many members, such as 10,000 members, into a marketing list. Additionally, you may receive a time-out error message.
  • Assume that you create a report in the Report Wizard. When you run the report, you receive the following error message: An error has occurred during report processing. Query execution failed for data set ‘DSMain’.

A special cheers to all my fellow Dynamics CRM colleagues who will be following the tournament as closely as I will.  :-)

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