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  • Forum Post: Linking within CRM 4.0 for Outlook

    ltcv28
    Hello, I am wanting to know how I can link records within CRM for Outlook. For example, within Outlook a user clicks on an account in a view which hightlights the account. From there they click on send new email at the top of outlook and once the new email is openened nothing is autopopulated in the...
    on 12 Mar 2009

  • Forum Post: Defaulting to "Offline" when opening Outlook each day - is there a fix?

    KatieM
    I have had several users complain that their CRM 4.0 Outlook client is defaulting to Offline when they start up Outlook each morning. Does anyone know why this might be happening and how to fix it? Thank you!
    on 8 Apr 2009

  • Forum Post: outlook client add in not authenticating over http for remote users

    CRM3.0Newbie
    Hi all, Not sure if there is an A-Z for trouble shooting this issue. Basically my remote users cannot access the crm over http (https) from their outlook client. They have no problems accessing the server directly over the internet using the URL https://companyName.Domain.com ....it's only in...
    on 27 Jul 2009

  • Forum Post: Appointments in Outlook throw error when Track in CRM (3.0)

    Kathybb
    One of my users has an account with multiple subaccounts. When she puts an appointment on her calendar for this account or one of the subaccounts, presses Track in CRM, sets the Regardng ..., and clicks Save and Close, she gets an error: "An error occurred promoting this item to Microsoft CRM. The...
    on 6 Aug 2009

  • 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: Creating a task when a case is entered without using the form helper.

    Sean A
    Ok, so i've been making some pretty decent strides with CRM and configuring attributes and getting things the way I like them and then was asked to start creating workflows and getting some automation done. So - here's the challenge for me. If I go into Service > Cases > New -- and create...
    on 16 Oct 2009

  • Forum Post: Outlook CRM access offnetwork

    Thomas Allman
    Hello - Using the Outlook component of CRM when I am out of the office, but still connected to the internet - currently I can only use it in "offline" mode, is there a way to still use Outlook CRM online connected to the internet but not on my office network? Thanks
    on 23 Oct 2009

  • Forum Post: Filtered view of CRM appointments in Outlook

    Brian Begley
    I have a client looking to have a monthly calendar style view of all crm tracked appointments for users in a particular branch. The Service Calendar does not have a true monthly view. So I thought of creating a custom Outlook Calendar view filtering out all non-CRM Tracked Appointments. So I created...
    on 27 Oct 2009

  • Forum Post: Configuration assistent crm client

    Eugen
    Need your help! Cannot connect to the server using the configuration assistent of crm for outlook, why? typeds in webadress: http://subdomain.domain.com:5555 Eugen
    on 1 Dec 2009

  • Forum Post: Re: Re: MS CRM 4.0 Dashboard Display size

    Thondor
    CRM on-premise, Outlook integration version. If someone could point me to where the display panel code is I should be able to customize the settings. If you know exactly where to make the change even better! Thanks for the time and reply.
    on 11 Dec 2009

  • Forum Post: How to set up Microsoft CRM for Outlook to be accessed remotely?

    Billy0808
    Hi all, I have a static IP Address through which i am able to access the CRM through my I.E. However when i configure CRM for outlook, select An Online service provider and provide the IP address, i am getting an error. Can somebody direct me in the correct direction on setting this up in...
    on 18 Jan 2010

  • Forum Post: More than one user on a PC using the Outlook Client

    Cory Bonallo
    Does not need to be with offline access. My issue actually arises from the limitation in CRM to have emails from a Word mail merge use an email alias. Because of this my Marketing manager has to have another user in CRM to do quick or direct bulk emails. So far what I have read is clear that you cannot...
    on 5 Mar 2010

  • Forum Post: Track in CRM / set regarding filtering in outlook

    zax
    CRM 4.0 rollup 8 we use the track in CRM and set regarding quite often, mostly with cases where we mark emails with 'set regarding' a case. the problem we have with it is that when ever we choose 'set regarding' and choose Look for: Case , it shows us all cases which makes it very hard...
    on 11 Mar 2010

  • Forum Post: Read-Only Email after Tracking

    Utsav Acharya
    Hi Everyone, Getting directly to point, There is an email I received in my Outlook Inbox. I open and click on "Track inCRM" and it gets synchronized with CRM and shows as an Email Activity. But when I open its "Status" shows as "Received" and I am not able to modify...
    on 17 Mar 2010

  • Forum Post: CRM Outlook Client not syncing reminders on Tasks

    cjwagner
    I have client who has a task attached to a case and has it set to remind them when the task is due. Outlook prompts her that the task is due. She does not dismiss the reminder. She then marks the task as completed. She then goes back to Outlook and runs a sync and the Task removes itself because it is...
    on 5 Feb 2010

  • 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: CRM activities in Outlook assigned category of [CRM] regarding: automatically, where does that come from?

    TopGear
    We're using CRM 4.0 completely up to date with the released version of Office 2010. Our activities in CRM are synchronizing with Outlook correctly but each activity in a user's task list has a category automatically assigned like this: [CRM] Task regaring: (contact nam) We'd like to...
    on 1 Jun 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: Detect Outlook Client

    Eric W. Cahoon
    I would like to determine how many of my users have the Outlook client installed, what version is installed, and when was the last time it sysnced with the server. Is there a way to collect this information other than going to each user's machine, I work for a world wide company so not an option...
    on 22 Sep 2010

  • Forum Post: Re: Re: Detect Outlook Client

    Eric W. Cahoon
    Thank you Alex, that was exactly what I was looking for. By the way I wrote the below query to find the users along with the last time the Outlook client synced just in case someone else came across the post and wanted to get the same information. ; WITH orderedSyscStart AS ( SELECT S . SystemUserId...
    on 29 Sep 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: Re: Microsoft CRM 4.0 - Configuration Wizard Error 404

    Eric W. Cahoon
    Dilmer, Are you seeing the 401 errors when you run the CRM Outlook Config Wizard and/or when CRM attempts to authenticate when Outlook starts. Also have you tried installing Microsoft Network Monitor, http://www.microsoft.com/downloads/en/details.aspx?displaylang=en&FamilyID=983b941d-06cb-4658...
    on 1 Oct 2010

  • Forum Post: Outlook 2010 phone call activity in CRM 2011

    Carl Maeda
    Hello, I'm new to Dynamics CRM and I have a question. When I'm using Outlook 2010 with the CRM 2011 plugin, I can't enter inbound phone calls. I'll go to: Workplace->My Work->Activities Then in the Ribbon, I'll click "Phone Call" but the screen that comes...
    on 24 Mar 2011

  • Forum Post: Import .msg files to MS CRM Email activities

    Chao ZHENG
    Hello all, Firstly thank you for all your helps in the past days. I wonder if it's possible to import the .msg files to MS CRM Email activities? I mean the date source is the Outlook email files, whose extension is .msg, and the destination system is Microsoft Dynamics CRM 2011. If yes, how...
    on 30 Mar 2011

  • Forum Post: windows identity foundation

    Duff Watson
    Upgraded to CRM Online (2011)....cannot get the Outlook Connector to install. I keep getting an error message that reads: Windows Identity Foundation has failed. Any advice on how to get around this?
    on 19 Apr 2011
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