FIM and MS Dynamics CRM 2011
I'm working on a information architecture for a client. The client has customers in their CRM Dynamics 2011 database who are allowed to login to their Sharepoint customer portal (form based login) and...
View ArticleJAVA connectivity to CRM 2011 SOAP webservice
Hi, I need a solution for connecting JAVA applications to CRM 2011 using the SOAP webservice. Because of the security implementation (spnego-token), which seems to be not supported by JAVA at the...
View ArticleMicrosoft CRM Services
HelloI have to configure a monitoring and helpdesk software for the monitoring of CRM Dynamics 2011. I need the services that are necessary for proper operation.Can you help me out?Thanks.
View ArticleCirculating call reports - how?
When a sales exec has made a call and created a Phone Call object with the details, they want to circulate the report of the call to other people in the company (some of whom are not CRM users). For...
View ArticleConvert opportunity to Account
Does anyone know the answer to this; Pre-Polaris we were able to convert a lead or opportunity to an account, but after Polaris release, using the sales process; Lead > Opportunity - when clicking...
View ArticleCan not open documents from document location
We don't seem to be able to select documents or the folders (which are in sharepoint) on the CRM 2011 form. It almost looks like a read only screen. Any ideas?
View ArticleCRM 2011 Installation without using existing domain
Hi Champs,I want to install CRM 2011 without using corporate active directory. I have Windows Server 2008 Standard OS & I will be using the same server for CRM 2011, SQL and anything else if...
View ArticleCannot Throw Plugin Exception when Create OpportunityProduct after update...
Hi All: I use CRM 2011, after update rollup 10. I cannot throw any exception message in plug-in when create opportunityProduct, the system exception message is not my expect.. Please give me a...
View ArticleOutlook Synchronization Issues- Creating Contacts with no information
One of our users who has outlook synched with CRM, is having issues with contacts being automatically created. We were reviewing contacts and noticed a large number of contacts with only a first and...
View ArticleHow to set up Email Delivery? We do not use Office365 Outlook in our desktops...
Hi,We need to be able to do a simple task: to send email alerts to the team whenever a Lead/Opportunity/... is assigned to a person. To do this it seems that we need to have installed a plug-in for...
View ArticleHow to roll-back a re-import of accounts
Hi,A person was attempting to do an account reassignment via the "export to excel" and "make the data available for reupload". They wanted to "test" it and deleted the contents of all the cells, but...
View ArticleCannot assign Leads to different Owner
Hi all,I just googled all around and didn´t find a solution for my problem:Problem: I cannot assign a Lead from user X to user Y. (no one of those users is me!)What happens: I select leads, click...
View ArticleSharepoint List (Not doccument) integration
Hi,I have Small business server 2011 which runs sharepoint foundation and exchange. I recently added dynamics CRM to this bundle (A little cramped I know but it works, be it a little slow).We were half...
View ArticleVM Licensing for training
We are currently evaluating various training scenarios for a CRM deployment and I am unable to find clear information on the subject. The idea is to create 1 VM that includes the entire environment...
View ArticleClik here to view.
Fixing CRM 4.0 Outlook add-in could not be initialized correctly Error on...
I wonder if anyone else out there has seen the below error coming from CRM 4.0 Client for Outlook? As we had upgraded one of our sales group CRM servers to Rollup 21 and as such updated all of the...
View ArticleAdd users to CRM online programmatically
When you add a user manually in office 365, you get an email with your password etc. I want to do this process via code. Currently when I add user to crmusing systemuser:SystemUser user = new...
View ArticleCopy CRM Online Organization
Is there a best practice to copy the entire contents of an organization to new organization?I have been able to find guides for on copying premise organizations... but what about online?
View ArticleQuestion re: setting up restricted user permissions
I am having difficulty setting up a restricted access user role. I need the user to be able to view all the Account, Activity, and Contact records in CRM, as well as run reporting & view other...
View ArticleCreating an activity view to see sender/recipient and to/from
Is there a way to set up a view so that we can see All closed Phone Calls and Emails but also display the sender/recipient from the phone call and the to/from from the email?I would like to be able to...
View ArticleEmail sending from personal email address
I have multiple email accounts in outlook. 2 of them are exchange accounts, one of these two is my windows live id account while the other is a client facing account. Using CRM 2011 online with Rollup...
View Article