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Can I automatically track sequence of outlook emails after initial mail and reply

July 22, 2014, 10:09 am
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When receiving a new email in the outlook client, I can manually track the mail and reply to it.  Both mails appear correctly in CRM.  If the 'customer' replies to my mail, Outlook/CRM does not track this automatically.  Doesn't work even if the email address is linked to a CRM contact.

I'm using Smart Matching instead of Token to try and keep this more natural.

Settings:

CRM 2013 Online

Outlook 2010

Track: Email messages in response to CRM email

Address Book Contacts: Match all contacts in MS Dynamics CRM

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CRM2013 - best practice to update 'donotemail' & 'donotbulkemail' fields when using third party app to manage emailling campaigns

June 19, 2014, 10:29 pm
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Dear community member,

First of all, I would like to know how other CRM administrators are doing (chat kind of technology/solution) to send emailing campaigns.

My issue is that our marketing department is sending newsletter using online email marketing solutions and I'm asked, based on .csv files they provided to me containing email status results (hard bounced / soft bounced) to update a custom drop down list and default crm check box fields: 'donotemail', 'donotbulkemail'.

First of all, I tried to do it with excel import/export, but it seems not possible as the .csv file e.g. containing emails that are not reachable anymore cannot be kind of "merged" with a crm export of all contacts with those required fields present to update them.

I'm quite lost and it will be a waste of time for me, each time that someone unsubscribe, to make updates manually.

How to automate that process? What would be the best and easiest way to do it?

Best regards

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Ipad 2013 and Dashboards

July 29, 2014, 5:13 am
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Hello, when using the ipad Sales Dashboard, I can personalise the views/lists with ones I've created but I can't seem to do this for the charts. Its only coming up with' system charts' and no options for 'my charts'. Has anyone any tips or hints for personalising the dashboard as can't find anything on the internet?

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Dashboard Generation for External Database

July 29, 2014, 12:29 am
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Hi,

  I wanna create the dynamic dashboard in CRM, using the external database. I am using MSSQL server 2008 R2. I want to fetch data from SQL and generate dashboard in CRM. How can i make possible. Could anybody guide me please.

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Quick Create form - ID of parent

April 28, 2014, 2:17 am
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I need to perform a calculation in Javascript on load of a Quick Create form.  I can't see how to get the ID of the parent entity - is this possible?

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Can you help me to set up received email automatically attached to existing CRM records

July 29, 2014, 2:15 am
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Hello,
Can you help me to set up received email automatically attached to existing CRM records( Accounts, Leads, Contacts). We used email router and when I received email from existing CRM Account or Lead or Contact with registered email the email activity don't linked to existing CRM record. What is opportunities to set up this and automate this process?
Thanks in advance

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Auto Expand Link/Tab for File Attachments

July 25, 2014, 1:39 am
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I have a 'Notes' area towards the bottom of a form on CRM in which I will show file attachments. The problem I'm having is that when I initially open the form, the notes area will display 'No records found.' when records actually exist. When I click on the Notes heading/link it will then produce the records?!

Here are the before and after screenshots of the issue I'm having. Just wondering if anyone else has had the same/similar situation? 

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Lost CRM connection with proxy server

July 24, 2014, 2:18 am
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Hi all,

we have a little problem with our CRM 2011 deployment with Windows 7 (x64). We just deployed IE10 to our Clients with CRM Outlook integration.

When we try to connect to a organisational unit in the configuration, we get the following exception in the logfiles with enable Proxy server:

08:49:24|Verbose| Method entry: Microsoft.Crm.Application.Outlook.Config.ServerForm._testConnectionButton_Click 08:49:24|Verbose| Method entry: Microsoft.Crm.Application.Outlook.Config.ServerForm.TestConnection 08:49:24|Verbose| Method exit: Microsoft.Crm.Application.Outlook.Config.ServerForm.TestConnection 08:49:24|Verbose| Method exit: Microsoft.Crm.Application.Outlook.Config.ServerForm._testConnectionButton_Click 08:49:25|  Error| Error connecting to URL: https://crm.domain.de/XRMServices/2011/Discovery.svc Exception: System.InvalidOperationException: Metadaten enthalten einen Verweis, der nicht aufgelöst werden kann: "https://crm.domain.de/XRMServices/2011/Discovery.svc?wsdl".  ---> System.Net.WebException: Der Remoteserver hat einen Fehler zurückgegeben: (503) Server nicht verfügbar.    bei System.Net.HttpWebRequest.GetResponse()    bei System.ServiceModel.Description.MetadataExchangeClient.MetadataLocationRetriever.DownloadMetadata(TimeoutHelper timeoutHelper)    bei System.ServiceModel.Description.MetadataExchangeClient.MetadataRetriever.Retrieve(TimeoutHelper timeoutHelper)    --- Ende der internen Ausnahmestapelüberwachung ---    bei System.ServiceModel.Description.MetadataExchangeClient.MetadataRetriever.Retrieve(TimeoutHelper timeoutHelper)    bei System.ServiceModel.Description.MetadataExchangeClient.ResolveNext(ResolveCallState resolveCallState)    bei System.ServiceModel.Description.MetadataExchangeClient.GetMetadata(MetadataRetriever retriever)    bei System.ServiceModel.Description.MetadataExchangeClient.GetMetadata(Uri address, MetadataExchangeClientMode mode)    bei Microsoft.Xrm.Sdk.Client.ServiceMetadataUtility.RetrieveServiceEndpointMetadata(Type contractType, Uri serviceUri, Boolean checkForSecondary)    bei Microsoft.Xrm.Sdk.Client.ServiceConfiguration`1..ctor(Uri serviceUri, Boolean checkForSecondary)    bei Microsoft.Xrm.Sdk.Client.ServiceConfigurationFactory.CreateConfiguration[TService](Uri serviceUri, Boolean enableProxyTypes, Assembly assembly)    bei Microsoft.Xrm.Sdk.Client.ServiceConfigurationFactory.CreateConfiguration[TService](Uri serviceUri)    bei Microsoft.Crm.Outlook.ClientAuth.ClientAuthProvidersFactory`1.GetAuthProviderForDeployment(Uri endPoint, Credential credentials, Uri webEndPoint)    bei Microsoft.Crm.Application.Outlook.Config.DeploymentsInfo.DeploymentInfo.ValidateAuthProvider()    bei Microsoft.Crm.Application.Outlook.Config.DeploymentsInfo.SortAndValidateDeployments() 08:49:25|  Error| Exception : Metadaten enthalten einen Verweis, der nicht aufgelöst werden kann: "https://crm.domain.de/XRMServices/2011/Discovery.svc?wsdl".    bei Microsoft.Crm.Application.Outlook.Config.DeploymentsInfo.LoadOrganizations(AuthUIMode uiMode, Form parentWindow)    bei Microsoft.Crm.Application.Outlook.Config.ServerForm.LoadOrganizations(Boolean forceUI)    bei Microsoft.Crm.Application.Outlook.Config.ServerForm.<InitializeBackgroundWorkers>b__0(Object sender, DoWorkEventArgs e)    bei System.ComponentModel.BackgroundWorker.OnDoWork(DoWorkEventArgs e)    bei System.ComponentModel.BackgroundWorker.WorkerThreadStart(Object argument) 08:49:25|  Error| Exception : Der Remoteserver hat einen Fehler zurückgegeben: (503) Server nicht verfügbar.    bei System.Net.HttpWebRequest.GetResponse()    bei System.ServiceModel.Description.MetadataExchangeClient.MetadataLocationRetriever.DownloadMetadata(TimeoutHelper timeoutHelper)    bei System.ServiceModel.Description.MetadataExchangeClient.MetadataRetriever.Retrieve(TimeoutHelper timeoutHelper)

If we disable the Proxy, we have no problem connecting to the system with Outlook. When we only use IE, we can access the crm System with enabled and disabled proxy without any problems. We set the following exceptions in proxy server on the client:

https://*.domain.com https://crm.domain.com

The problem first occured with IE10. We allready tested UR17 for CRM, but no Change.

Does somebody know this Problem?

With best regards

Alex

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Adding users from another forest in two-way forest transitive trust

July 24, 2014, 8:54 am
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Hello,

We are buying out another company and as such we have set up a two way trust between the domains. Everything seems to work AD side permission wise when we do anything else (giving access to file shares, mostly) but CRM is one thing I can't figure out. I have added the CRMAppPool account from Forest A to the domain controller on Forest B to have "allowed to authenticate" but that didn't seem to do it. We're putting in domain.local\username and the lookup once we Tab out of that field is long but eventually times out and goes to the next field. I'm wondering what we need to do still to get this going? Or should we do this through ADFS (and how would that be accomplished? ADFS is working for Forest A currently)

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an unexpected error occurred from isv code

July 29, 2014, 7:41 am
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Hi there,

every day im struggling...

I am using the CRM 2013 App for Windows 8 for displaying a view. But i receive a error-message "an unexpected error occurred from isv code".

But when i am opening the view in web, it works.

Behind this, i am running an plugin for update the view with some new entites. (create)

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Auto populate date field with Current date

March 13, 2014, 1:34 pm
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Is there a way to get a date field to autopopulate with the current date without having to use code?

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Merge option for Opportunities

July 29, 2014, 7:59 am
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Hello,


Like you can merge duplicate records for CONTACTS and ACCOUNTS, is it possible to merge two OPPORTUNITIES ? I can't see the merge option when I try this operation.


Thank you in advance for your answer.

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Automatically send an email to Leads

July 29, 2014, 8:16 am
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Hi all,

Is there anyway to automatically send a specific email template to a customer OR batch of customers, based on the originating lead creation date?

For example if I had 100 leads with a creation date of 01/07/2014, is there a way to trigger an email to be sent out 2 days after that date?

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Trigger a Workflow when a new lead is created from a Web enquiry.

July 29, 2014, 4:05 am
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Hi All,

I have a situation where we create new Leads from our web Site enquiry form and i have written a workflow to carry out an action when these new leads are created.

All the leeds are imported with a subject line of "Website Enquiry" and also have the url of the page the enquiry came from in another field. The Workflow simply reads the 'Page' and updated the subject occordinly, so if the page is 'august_event_url', my workflow updated the subject with "Website Enquiry: August Event".

The Workflow I have created is set to run when the 'Record is created' and this works when I manualy create a new Lead in MSD. The problem is that when a lead is created 'through the back end', although the workflow runs and says it's successful, the subject is not updated?

Can anyone please let me know where I am going wrong?

Thank you.

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CRM

July 27, 2014, 1:22 pm
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I need to write test cases for sending SMS to marketing list .

plz guide

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Server-Side Synchronization in CRM online

July 25, 2014, 9:49 am
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I have created the Email Server Profile and set the Authentication Using to Use Impersonation with credential Specified in Email Server Profile. I associated Mailbox to same and I updated Email Configuration Settings, Process Email Using Server-Side Synchronization. I also chose No in Allow to use credentials for email processing. However, in Mailbox when I Approve Email and click Test & Enable Mailbox, I get the below error as alert:

"An impersonation error occurred in accessing the mailbox while receiving email. The mailbox X has been disabled for receiving email and the owner of the associated email server profile X has been notified."

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CRM 2011 Email tracking

July 25, 2014, 1:04 am
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For some odd reason, random emails from Outlook that received and sent are being automatically tracked into CRM. It could be emails from any sender outside of the company. This issue is very sporadic. I checked the user Outlook settings and it is set to only track "Email messages in response to CRM email" . When users are sending emails, they use Outlook to send and not CRM. In fact, they do not click on Track button when sending these emails. I checked system settings but cannot find anything that can cause this. Any ideas?

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CRM Online - Get campaign cost from Campaign using marketing list

July 4, 2014, 6:28 am
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Hi guys,

Marketing guys are asking me to make a report (SSRS) that shows the campaign cost of leads but I have a problem here:

 I had to add the leads to a new campaign to assign them costs because some were imported and other were and are created from internet pages but the problem is that if I add leads to a campaign, the new incoming leads wont be on that campaign. And if I add them to a dynamic marketing list and that list to a campaign, I cannot find the relationship between leads and marketing leads.

I hope I made myself clear.

Regards,

Raul

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Synchronizing With Outlook Calendar

July 19, 2012, 9:08 am
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Hi, 
I apologize in advance if my question are a little rudimentary.  I have no prior experience with CRM, however I work for a company that has a national contract and implements the software in every office, but no one really knows how to use it.  In my particular office I'm the only one who really knows how to use a computer at all, thought not in any advanced kind of way.  I know a lot of desktop publishing programs and some basic accounting software, but have never used any CRM type programs.  But they still want me to try to find a way to use it more effectively, or at all really.  

So anyway, the first question i have is whether or not it's possible to synchronize CRM with the Outlook calendar.  The version of CRM we're using is 4.0 (4.0.7333.2138 to be exact) and we're either using the Enterprise or Pro edition.  I have the Outlook to CRM client on my computer as well.  Initially I thought when I set an "Appointment" through "Activities" and set up myself or another user as the "Owner" that it would automatically populate their outlook calendar.  But this doesn't happen.  I've read several blogs about how to make this happen, but, honestly, they're a bit over my head.  Can someone please spell this out for me in the most basic terms.  Thank you. 

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How to re-arrange the navigation label order

December 18, 2013, 5:17 pm
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I am a new for DCRM. Now, I am trying to do customization for client for CRM 2013.

I wonder how I could re-arrange the order for the nagivation label.

And how to delete unused lables?

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