Initial Dynamics CRM 2013 Contact Management Process

Initial CRM Contact Management Process

 I suggest your users take these steps.  When you go to upload contacts, the categorization avoids uploading "mom" or "grandma".

Outlook Contacts

  1. Create a Category called Personal
  2. In any view, on the Home tab, in the Tags group, click Categorize, and then click All Categories.
  3. Click New and in the Name box, type “Personal”. Click the color that you want and click OK twice.
  4. On all Personal contacts within Outlook, set the Category of Personal.
  5. Right Click on the Contact, and select Category > Personal

By kconway, ago

"Database cannot be started in this edition of SQL Server" error when restoring or Upgrading a Microsoft Dynamics CRM 2013 database

I followed my own article here for upgrading from SQL Evaluation to SQL Standard.  I had my Dynamics 2013 environment already stood up and unexpectedly already used for development work. After the 'upgrade' steps, the database appeared to be in (suspect) mode and I didn't have a backup (but a checkpoint via hyperv at least). Anyway, I uninstalled the SQL Standard from programs and features.  Reinstalled the Evaluation version (which is Enterprise by the way) and ran this script on Microsoft's support site against the CRM databases. I then followed my article and the databases successfully stayed in normal operating non-suspect mode. (more…)

By kconway, ago
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