Frequently asked questions about technical support for Microsoft Dynamics CRM customers

To find and display a specific set of records, create a personal view. The Help topic, Create, edit, or save an Advanced Find search outlines the steps for creating a personal view.

If you’re unable to edit text in a record, or to create or delete a record, you might not have the permissions to do so. Contact your manager or Microsoft Dynamics CRM administrator to update your permissions.

Currently, Microsoft Dynamics CRM does not have a spelling checker feature.

We have a specific page on our Web site for customers and partners to make suggestions for future features or product updates. Visit Connect for Microsoft Dynamics and either add to or vote for this suggestion to be sure our product planning team has this information to consider for future releases.

This article helps you set up mailing labels: Tutorial: Leverage marketing lists across your team.

You can add attachments to an e-mail template or any e-mail message created with an e-mail template, such as a direct e-mail or a quick campaign.

To add attachment to an e-mail template

1. Open the personal or organization template.
2. In the Attachments area, on the Actions toolbar, click New E-mail Attachment.

   If you are creating a new template, you will need to save the template first to be able to add an attachment.

There is no capability to change the font size used in Microsoft Dynamics CRM. The font appears larger or smaller on your browser because of a setting that you chose—most likely one of the following:

• The Zoom feature in Internet Explorer. Use Ctrl+ and Ctrl- to change the way the web application displays.
• You can also make changes to the screen resolution on your computer. With a lower resolution, text appears larger.

To install Microsoft Dynamics CRM for Microsoft Office Outlook, visit the Microsoft Download Center.

You might also want to review the article, Key steps to get started with Microsoft Dynamics CRM for Outlook.

When you synchronize Microsoft Dynamics CRM for Outlook with Microsoft Dynamics CRM, your contacts in Microsoft Dynamics CRM are included in your Outlook contacts and your Outlook contacts are included in Microsoft Dynamics CRM. For more information about synchronizing contacts, see the procedure, Set synchronization options in Microsoft Dynamics CRM for Microsoft Office Outlook.

You can also use the Add Contact Wizard to add your Outlook contacts to Microsoft Dynamics CRM. See the article, Adding Outlook contacts to Microsoft Dynamics CRM with the Add Contacts wizard.

You can use filters to synchronize a specific set of your contacts. To find out how, see the topic Choose the types of Microsoft Dynamics CRM records and other items that synchronize.

For the steps to get connected, see Connect to Another Organization in Microsoft Dynamics CRM for Microsoft Office Outlook.

Yes. You can use a mobile Web browser in your Web-enabled mobile phone to connect to your Microsoft Dynamics CRM system. For more information, see Getting started with CRM mobility and Using Mobile Express.

There are various Help topics and articles that provide instructions for preparing your data and importing it into Microsoft Dynamics CRM. For more information, see the following:

• Articles about importing records
• Getting started with importing
• Import records from a file
• Work with Salesforce.com Data

You can also read the Help topic Import Records - Troubleshooting that lists some common import issues and solutions.

There are various Help topics and articles that provide instructions for identifying and resolving duplicate records. For more information, see the following:

• Cleaning up duplicate data
• Resolve potential duplicate records
• Avoiding duplicate records

You can now export your existing data to Excel, edit it, and import it back into Microsoft Dynamics CRM. For more information about how to use Excel to update your existing records, see the following:

• Leverage Microsoft Excel to edit records
• Update records by using the Import Data Wizard

You can create custom reports using the Report Wizard or by using Business Intelligence Development Studio. To create custom reports using Business Intelligence Development Studio, you must install Microsoft Dynamics CRM Report Authoring Extension. To install Microsoft Dynamics CRM Report Authoring Extension, visit the Microsoft Download Center.

For more information about creating custom reports using the Report Wizard, see Create, Edit, or Copy a Report Using the Report Wizard. For more information about creating a custom report using Business Intelligence Development Studio, see Create a Custom Fetch-Based Reporting Services Report. For general information about reporting, see 9 steps to get started with reporting.

Here are some additional resources that explain how to work with Business Intelligence Studio to create custom reports and how to parameterize the Fetch statements in these reports:

• How To: Creating Custom Report with Microsoft Dynamics CRM 2011 Report Authoring Extension
• Custom Report Capabilities in Microsoft Dynamics CRM 2011
• Parameterizing Fetch Based Reports

The article How to create a dashboard outlines the steps to create a dashboard.

Yes, you can add a report to a dashboard using a Web resource. For more information, see the blog post The power of Reports on Dashboards.

You can use workflows and dialogs to automate your business tasks. For more information, see Work with Processes.

Yes. The Administrator's Guide describes the initial tasks that must be done while setting up Microsoft Dynamics CRM, and also the customizations that can be made any time after you set up Microsoft Dynamics CRM. For more information, see Administering Microsoft Dynamics CRM.

The Help topic Controlling data access provides information about protecting sensitive data by controlling access to it.

For information about installing and configuring Microsoft Dynamics CRM E-mail Router, see Microsoft Dynamics CRM E-mail Router Installation Instructions.

For information about configuring Microsoft Dynamics CRM (On-Premises Edition) and Microsoft Dynamics CRM Online E-mail Router in different deployment scenarios, visit Microsoft Download Center.

There are a few reasons why you may be seeing and error message that your e-mail is not submitted, or getting an e-mail status of "pending send":

• If your organization is using the E-mail Router, e-mail messages are not sent automatically. They are batched. You might need to wait for the e-mail messages to be sent.
• If you are using Microsoft Dynamics CRM for Outlook to manage your e-mail, but are working in the Microsoft Dynamics CRM Web application with Microsoft Dynamics CRM for Outlook closed. You need to start Microsoft Dynamics CRM for Outlook for e-mail to be sent.

You can also read a useful post on the Microsoft Dynamics CRM blog that details some E-mail Router issues and solutions: Troubleshooting the Microsoft Dynamics CRM E-mail Router.

For information about optimizing the performance of Microsoft Dynamics CRM, see the white paper Optimizing and Maintaining Client Performance for Microsoft Dynamics CRM (On-Premises Edition) and Microsoft Dynamics CRM Online.

To know what customization capabilities are available, see Customization Capabilities.

To know what developer extensions are available, see the Microsoft Dynamics CRM 2011 Software Development Kit.

We want you and your organization to take full advantage of the extensive content and materials that are available to help you use Microsoft Dynamics CRM more efficiently. Here are the resources that are available for all Microsoft Dynamics CRM users:

Microsoft Dynamics CRM Resource Center

Microsoft Dynamics CRM Help

Microsoft Dynamics CRM on YouTube

Microsoft Dynamics CRM E-Learning Catalogs

Microsoft Dynamics CRM Training Materials

Microsoft Dynamics CRM Team Blog

Microsoft Dynamics CRM Community

Here are some resources that you could use to troubleshoot issues with Microsoft Dynamics CRM.

Ask the Community

Knowledge Base Search

Advanced Product Support Services

Microsoft Dynamics CRM Support

To submit a product suggestion, visit Connect for Microsoft Dynamics CRM.

Search Marketplace for solutions developed by Microsoft Certified Partners to meet the unique needs of your business or industry. For more information, see Microsoft Dynamics CRM Marketplace.