CRM 4.0 System Requirements and Required Components

My current engagement has a lot of red tape in terms of network teams and security teams, I must admit I have downloaded the Dynamics CRM Implementation Guide and Planning Guide several times over the last few years despite knowing it was available online. At any rate Tiaan van Niekerk 0f the CRM DE LA [...]

Change Update Download the logo in Dynamics CRM 4.0

The default image is as follows: Referenced from Caesar De La Torre Blog here are some instructions for updating the logo in Dynamics CRM 4.0. This is of course a non supported change to the system. 1.- The image file is located in the following place: C:\Program Files\Microsoft CRM Server\CRMWeb\_imgs\masthead.jpg You could copy another image [...]

MS Dynamics CRM 4.0 Client Configuration Wizard Fails With “Outlook Is Not Set As The Default Mail Client” On Windows Server 2008 X64

I had this issue when installing MS Outlook and attempting to use the CRM Client. This solves the error received when the client isntall claims that Outlook isn’t set as the default Email program. This article is by Joel Mansford and is titled MS Dynamics CRM 4.0 Client Configuration Wizard Fails With “Outlook Is Not [...]

Multi-tenancy and the Default Organizations

Great article by Ross Lotharius at Ascentium titled “Multi-tenancy and the Default Organization, What is it and how do I set it for users?” which provides information on supporting users and setting default organizations in CRM 4.0.

Renaming “Marketing List Members” in CRM

Marketing list members are not in the customization section, I believe it is a code generated view that integrates with advanced find on the backend. To update this proceed to the following location in the Marketing List Entity. Customization > Marketing Lists > Messages > edit the Custom Display String for all messages

SharePoint 2007 Installed on Vista

I need to try this out but this solution from Bamboo Solution allow you to install SharePoint in Windows Vista.

I have been on the market for a well needed SharePoint piece of functionality that will allow me to provide users with cascading filtering of metadata in a list when users are selecting respective metatags. I have found several blogs, code snipets and blogs on this topic. Here they are: SharePoint Cascading Drop Down List [...]