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    How to configure Dynamics CRM 2011 to search across entities for inbound call routing Thursday, August 25th, 2011 Microsoft Dynamics has a rich interface with a lot of options for customization. The out-of-box configuration is ideal for most businesses, but lacks global search functionality...
  • Forum Post: What are the specific TCP/UDP port requirements for individual CRM 2011 server roles?

    I am deploying a hosted CRM 2011 cloud offering, with a full farm architecture. Each CRM server role runs on a dedicated server. The architecture has the web front end servers in a separate network zone to all other CRM server roles. While the CRM 2011 Planning Guide/TechNet list all the TCP/UDP...
  • Forum Post: HELP! Microsoft Dynamics Connector for CRM 2011 Solution

    I recently installed the CRM 2011 Solution for Microsoft Dynamics Connector FP7. After installing EVERY crm user is given the error "The selected user or the user trying to log on has not been assigned a security role, and does not have enough privileges for this action".... EVERY...
  • Forum Post: can deliverables be reopened CRM 2011

    I have a user requesting to reopen a deliverable that was accidently closed off of an opportunity. Is there a way to do so or does the deliverable need to be recreated?
  • Forum Post: File not uploading to CRM 2011

    HI guys, at a bit of a loss here. My problem is that I have an excel file of Accounts that I need to import into MS CRM 2011. When I open the file there appears to be nothing wrong with it. All the data is there and there are no problems when I am saving it. However when I try to upload it...