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  1. curtisn

    Export data to excel error trying to open

    In CRM 4.0 you have multiple options to export, dynamic or static. You need to export it as a "Static" worksheet rather than Dynamic. If that doesn't work, you should be able to disable the data refresh prior to emailing it outside of your network.
  2. curtisn

    Workflow Infinite Loop Error

    I have been asked to fix our workflow rules so they run faster. In 3.0 we used a Master "On Create" workflow to run a sales process. Basically an activity is scheduled, and upon completion, the account's sales stage is updated to the next stage and a new activity is created. There are 5 Sales...

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