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  • Forum Post: Re: CRM Calendar

    Nigel Cornelius
    This issue has been left outstanding for over a year, in case you haven't resolved this issue, here's the work-around. Ensure your Outlook and IE are accessing your CRM server from slightly varied URLs. e.g. IE: http://crm:5555 Outlook: http://crm.COMPANY.local:5555 That should fix this issue...
    on 9 Sep 2009

  • Forum Post: Re: Re: Re: CRM client keeps on disappearing from Outlook tray

    David Vidmar
    CRM Outlook add-in shuts down where there are connectivity issues. Try running diagnostics and if needed, run configuration again. Updating to latest rollup definetely helps. You can check version numbers and figure up rollup number with this table: http://vidmar.net/weblog/archive/2009/08/11/ms...
    on 13 Apr 2010

  • Forum Post: Sync of CRM Contact shared by User

    Taarik
    A user came to me today with an interesting question: If a CRM contact is shared (but not owned ) by him, how can he get that contact to sync automatically with his Outlook? I thought that this was covered in MS' online training, but I could not find the location. Any recommendations? Thanks...
    on 18 Aug 2010

  • Forum Post: Data import to CRM

    mekbeb
    Hello: Is there a way to import thousands of contacts to CRM and establish Relationship between them at the same time? I have thousands of Contacts exported from outlook into CSV file and my plan is to import the to CRM using Data Migration Manager (DMM). But, due to the shear size of the contacts, establishing...
    on 29 Sep 2010

  • Forum Post: CRM 2011 for Outlook: There is a problem communicating with the Microsoft Dynamics CRM server

    David @ Skinny Software
    Trying to perform initial setup/configuration of CRM 2011 for Outlook. After entering the URL (<http://<hostname>:<port>>) and testing the connection is receive the following error: "There is a problem communicating with the Microsoft Dynamics CRM server.". The local log...
    on 13 May 2011

  • Forum Post: Configuration Error on Microsoft Dynamics CRM for Outlook?

    sriniTheLearner
    Hi, I have installed MS CRM 4.0 in my Windows Server 2008 R2 OS- 64-bit PC. I am able to access my ms crm website through web browser. using http://mscrm and my pc domain name is ajsmscrm.com Now am trying to configure crm with outlook but am getting an error as follows, "This...
    on 29 Jun 2011

  • Forum Post: Apply Outlook Category to E-mail Tracked in CRM

    Brian Smith
    We have a user that organizes his e-mail with the categorize function in Outlook 2010. This user is a CRM user. When he receives e-mails that are already tracked in CRM by the sender he is unable to categorize the e-mail. When he tries to apply a category to the e-mail, he receives an error message in...
    on 30 Nov 2011

  • Forum Post: Track Emails in Sub Directory

    Sven Breitwieser
    Hi all, is it possible to track email in Outlook (2010) , which are moved by a rule in a subfolder. The rule already includes the assumption that this is usually a client rule , but it does not work . The settings on the user in Dynamics CRM (2011) of which type of email account it is does not change...
    on 9 Mar 2012

  • Forum Post: How can I send an outlook appointment (.ics) through a workflow that sends an email.

    luisangel72
    Hello, CRM 2011, Rollup 7. I have an Activity Entity (DoctorVisit) that stores information of doctor appointments for the child. In the visit, a number of different "Contacts" need to be present. This entity saves the common "Activity" fields (Start Time; End Time; Requiered...
    on 27 Apr 2012

  • Forum Post: Unable to add images when creating Email templates in Dynamics CRM 2011

    Wira
    Hi guys My user is trying to create an email template. He wants to copy the template from the company provide Outlook Template files ( .OFT ). When we copy the whole email template from oft file and paste into crm email template, eveything looks fine. However after saving record, and opening the...
    on 5 Mar 2013

  • Forum Post: StachHash errors within MS CRM UR11v2 / Outlook environment

    Bruce Edwards
    All; I have a customer who has recently starting suffering regular error messages and crashes out of Outlook. Generally the module fault is with the 'StackHash_<MemoryAddress>' module. (The actual module reported is slightly different each time - e.g. 'StackHash_a1234') Removing...
    on 7 Mar 2013

  • Forum Post: Error when tracking Emails in Outlook for MS Dynamics CRM 2011

    Wira
    Hi My user has been encounter issues when tracking emails in Outlook. Issue happens intermittenly and error is "There is a problem communicating with the Microsoft Dynamics CRM Server. The server might be unavailable. Try this action again. If the problem continues, check the Microsoft Dynamics...
    on 14 Mar 2013

  • Forum Post: Will CRM Online connect with Outlook for the Mac

    TomLipinski
    I use CRM Online with Outlook 2010. The sychronization works fine. Has anyone tried synchronizing Outlook for the Mac with CRM Online from Safari?
    on 14 Mar 2013

  • Forum Post: Contact entity not displaying in the Outlook Client but is displaying via the web client CRM 2011.

    Sam Garner
    When using the outlook client for CRM 2011 (update rollup 1 for server,router,ssrs,and client) all the entities display fine except the Contact it just sits there and says waiting for server. Nothing is showing up in event viewer on the server or client and if I go to it in the web client (IFD only no...
    on 19 May 2011

  • Forum Post: CRM Outlook: where to get the list of idMso values?

    Den
    I need a list of idMso values to further customize the CRM ribbon on the standard mail and appointment Outlook windows. Specifically I am interested in these controls: "CRM" group "Untrack" button "Set Regarding" button Thank you.
    on 11 Apr 2013

  • Forum Post: What are some options to sync Mobile, Outlook and CRM Dynamics Apps and Contacts?

    Robert DeCarlo
    I'm hesitant to identify CRM as my master database as it feels like the most difficult app to add and maintain contacts. I do not use Exchange. I have over 8,000 contacts.
    on 7 May 2013

  • Forum Post: Access Denied trying to connect Outlook CRM to Dynamics CRM

    DavidH
    Hi We are a Microsoft Partner with an Office365 E3 subscription and a Dynamics CRM partners trial. I am a global administrator for Office365. Dynamics CRM launches fine from within Office365, I can see my user account and I've added roles to the account. However when I try to connect the Outlook...
    on 7 May 2013

  • Forum Post: CRM Outlook Mail Merge Creating CRM Activities

    jsdavies
    Hello, I am attempting to make mail merges through the CRM interface for Outook. I want to create activities. When i am at the final state of the mail merge, the option for "activity detals" is grayed out and will not let me click on it. Does anyone know what causes this? I want their to...
    on 9 May 2013