You can unexpectedly add inactive records to a marketing list in Microsoft Dynamics CRM 3.0

Consider the following scenario in Microsoft Dynamics CRM 3.0. You create a marketing list. Then, you use the lookup function to manage the members of the marketing list. In this scenario, you can unexpectedly add inactive records to the marketing list.

This problem was corrected in Microsoft Dynamics CRM 3.0 Update Rollup 3.
For more information, click the following article number to view the article in the Microsoft Knowledge Base: A supported hotfix is available from Microsoft. However, this hotfix is intended to correct only the problem that is described in this article. Apply this hotfix only to systems that are experiencing this specific problem.

If the hotfix is available for download, there is a "Hotfix download available" section at the top of this Knowledge Base article. If this section does not appear, submit a request to Microsoft Customer Service and Support to obtain the hotfix.

Note If additional issues occur or if any troubleshooting is required, you might have to create a separate service request. The usual support costs will apply to additional support questions and issues that do not qualify for this specific hotfix. For a complete list of Microsoft Customer Service and Support telephone numbers or to create a separate service request, visit the following Microsoft Web site: Note The "Hotfix download available" form displays the languages for which the hotfix is available. If you do not see your language, it is because a hotfix is not available for that language.

File information

The English version of this hotfix has the file attributes (or later file attributes) that are listed in the following table. The dates and times for these files are listed in Coordinated Universal Time (UTC). When you view the file information, it is converted to local time. To find the difference between UTC and local time, use the Time Zone tab in the Date and Time item in Control Panel.

Microsoft Dynamics CRM 3.0 client for Microsoft Office Outlook

Microsoft Dynamics CRM 3.0 client for Microsoft Office Outlook Compatibility Update

Microsoft Dynamics CRM 3.0 server

Installation information

Install this hotfix on computers that are running the Microsoft Dynamics CRM 3.0 server software or the Microsoft Dynamics CRM laptop client for Microsoft Office Outlook software.

Prerequisites

You must have Update Rollup 2 for Microsoft Dynamics CRM 3.0 installed to apply this hotfix. For more information about Update Rollup 2, click the following article number to view the article in the Microsoft Knowledge Base:

Restart requirement

If you are prompted to restart the computer, you must restart the computer after you apply this hotfix.

Removal information

To remove this hotfix from a computer that is running Windows Server 2003, Windows XP, or Microsoft Windows 2000, use Add or Remove Programs in Control Panel. System administrators can use the Spuninst.exe tool to remove this hotfix from a computer that is running Windows Server 2003, Windows XP, or Windows 2000.

The Spuninst.exe tool is located in the %Windir%\$NTUninstallKB938313$\Spuninst folder. For more information, click the following article number to view the article in the Microsoft Knowledge Base:

In some cases, you may experience the same problem after you install this hotfix. In those cases, a registry key was not added when you installed this hotfix. To add the registry key manually, follow these steps:

Important This section, method, or task contains steps that tell you how to modify the registry. However, serious problems might occur if you modify the registry incorrectly. Therefore, make sure that you follow these steps carefully. For added protection, back up the registry before you modify it. Then, you can restore the registry if a problem occurs. For more information about how to back up and restore the registry, click the following article number to view the article in the Microsoft Knowledge Base:

1. Click Start, click Run, type regedit , and then click OK.
2. Locate the following registry subkey:
   HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM
   .
3. Right-click MSCRM, point to New, and then click DWORD Value to create a new DWORD value.
4. Rename the DWORD value to the following value:
   MarketingListActiveOnly
   .
5. Right-click MarketingListActiveOnly, and then click Modify.
6. Type 1 in the Value data box, and then click OK.

Note When the MarketingListActiveOnly registry key is set to 1, inactive accounts/contacts and closed leads cannot be seen when you click Use Lookup to add members. When the MarketingListActiveOnly registry key is set to 0 or deleted, inactive accounts/contacts and closed leads can be seen when you click Use Lookup to add members. For more information about the terminology that is used to describe Microsoft software updates, click the following article numbers to view the articles in the Microsoft Knowledge Base: