A workflow rule does not work as expected when you perform the workflow rule in Microsoft Dynamics CRM 4.0

Consider the following scenario in Microsoft Dynamics CRM 4.0. You create a workflow rule that uses a note or an address as the primary entity. The workflow rule performs some actions on the Regarding field of the note or on the Parent field of the address. Or, the workflow rule uses some data from these fields. Then, you perform the workflow rule. In this scenario, the workflow rule does not work as expected. For example, the data that is used for any dynamic values is incorrect and the records that are required for the workflow rule cannot be found.

This problem is fixed in the latest cumulative update rollup for Microsoft Dynamics CRM 4.0. For more information, click the following article number to view the article in the Microsoft Knowledge Base:

Microsoft has confirmed that this is a problem in the Microsoft products that are listed in the "Applies to" section.

For more information about software update terminology, click the following article number to view the article in the Microsoft Knowledge Base: For more information about Microsoft Business Solutions CRM software hotfix and update package terminology, click the following article number to view the article in the Microsoft Knowledge Base: