Friday, August 31, 2007

Create a report in 15 minutes or less

Help your team make effective business decisions based on data from Microsoft Dynamics CRM 3.0. With an understanding of the business reasons for the report and how a database works, you can create a Microsoft SQL Server Reporting Services report. After you follow the steps in this tutorial and install the required tools, it only takes a few minutes to write a useful report and to add it to Microsoft CRM. You need no prior knowledge of the required tools.


This article published on Microsoft on Updated: May 31, 2007

For more information visit:
http://www.microsoft.com/dynamics/crm/using/customizing/reporttutorial.mspx

Tuesday, August 7, 2007

E-mail activities are not automatically sent to the recipients when you distribute e-mail activities for a campaign in Microsoft Dynamics CRM

SYMPTOMS

When you distribute e-mail activities for a campaign in Microsoft Dynamics CRM, the e-mail activities are not automatically sent to the recipients. Instead, you have to open each e-mail activity. Then, you have to send each e-mail activity manually.

This article published on Microsoft on 06 June 2007.

For more information visit:
http://support.microsoft.com/kb/911520/en-us

11 things to know about customization

This series of articles describes some basic customization features and concepts। These articles highlight key information about the capabilities and limitations of these feature areas.

This article published on Microsoft on 20 April 2007.

For more information visit:
http://www.microsoft.com/dynamics/crm/using/customizing/thingstoknowaboutcustomization.mspx