Has anyone found a intranet chat program that can save to the MS Dynamics CRM?
We are trying to log chats to cases in Dynamics but haven't found an elegant inexpensive solution for our 150 person company. Does anyone have any experience in integrating a intranet chat system that...
View ArticleRoll up 13 authentication issues
Hi,After rollup 13 users cannot access crm. After the ADFS login they are again prompted for credentials, which do not work. I had to uninstall RU 13 from the server in order to restore...
View ArticleCRM 2011 : Business Management Error
I installed CRM 2011 on windows 2008 r2 enterprise with sql server 2008 r2 (on a different server)The installation went smoothly with no errors. i logged-in to crm with deployment administrator...
View ArticleError logging into CRM
I'm hoping someone can give me some additional thoughts here. I've searched online and so far none of the solutions suggested have addressed my issue.We have CRM 2011 on-premises and for the last few...
View ArticleImport issue in CRM 4.0
Hi ThereIn my CRM 4.0 i have one custom entity with a field "Name in Arabic"; we enter name both in English & Arabic, due to some internal issues in CRM we have some log now which we have to import...
View ArticleCRM Security for Item Maintenance
This is the first role I've created from scratch - this user ONLY needs to be able to add/modify items (under the Workplace/Extensions area). Thanks for your help!
View ArticleCRM Applications Certification
Hello,The Microsoft website is extremely confusing (and many of the links do not work) regarding cerfifcation for MS Dynamics CRM Applications. I want to know how much the exams cost. From the...
View ArticleAccount duplication on qualifying leads
Hello,I am using Dynamics CRM Online and experiencing problems after the last manual update.I create a new lead for a new contact in an existing company that already in my accounts and set that company...
View ArticleMail Merge Email Issue
We have a user that has trouble sending mail-merge emails from the Outlook Client. They run through the process of setting up the mail merge correctly, but when it tries to send from Outlook, there is...
View ArticleImport From CRM 4.0 to 2011 failed
Hello Everyone, I am getting the following error when trying to import new organization:System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. --->...
View Articleservice activity
can anybody tell me in derail how our resources, site and service in service activity is linked with each other.
View ArticleSend E-Mail workflow step: Cannot update parties unless email is in draft status
Hi All,I need some help, I have no more ideas what's going wrong.Please help, I only need some more ideas !!System: CRM 2011 UR10, OnPremise, E-Mail RouterWe have some really simple workflows triggered...
View ArticleEmail router with CRM online
We are looking to implement the service module of CRM and want to set up email queues etc. It appears that using the email router is the way forward for this rather than Outlook Client.When using CRM...
View ArticleCustom Workflow Activity - Dependency Calculation
I'll this question here as I didn't get any love in the MSDN forums. Try to create a custom workflow activity that accepts a security role as an input parameter - setting this up as a System...
View ArticleSingle Sign On for Customer records
Hi All,We have customers who are using some of our external applications. Now we want to integrate these external applications with the CRM. Once we integrate, we want to implement Single Sign on...
View ArticleEmails sent through CRM from one user ending up in another users outlook...
I am using CRM Outlook client and our CRM hosting company set up an email router for us so we can send out emails from the CRM through marketing lists, campaigns, and with template emails. The emails...
View Articletransitioning to the Microsoft Online Portal!
HelloWe currently have Dynamics CRM Online with a Windows Live ID. We were email the following: SRX1203374010ID - ST - Intelligent InSites will be transitioning to the Microsoft Online Portal! We...
View ArticleCRM Instance Adapter / E-Mail Attachments
I'm using the CRM Instance Adapter to migrate from on premise to CRM Online. I've synced the e-mail messages over and am now trying to sync the E-Mail Attachments. However I'm receiving the following...
View ArticleForwarding Mailbox not working with sent emails from outside CRM
We set up a Forward Mailbox to track emails from our mail client on CRM. It works fine with emails we receive BUT it ain't working with emails we send to customers. Any idea why and how to fix?
View ArticleIE10 Spell checking - problems working with the Outlook client
We are testing IE10 with CRM 2011 Update Rollup 13 (on premise), mainly to get the spell checking feature. So far, using IE10 to hit CRM directly, the spell checking works. However, the spell checker...
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