Presence in CRM 2013 on-premise

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Posted on by J. See

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Hi!

I've tried setting up IM presence in CRM 2013 by updating the settings in SETTINGS > ADMINISTRATION > SYSTEM SETTINGS and updating the IM presence option to "Yes". Is there a reason why CRM2013 is still not displaying the presence icon in my lists/sub grids? Am I missing a setting?

I'm running this on Internet Explorer and have a lync installed on my PC.

I've also tried to Enable Presence in the views. But still, it doesn't show up. :(

Thanks in advance!

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Royal King 27,686 on at

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Try to clear the IE temporary files as well if it's on-premise IIS reset.

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J. See 780 on at

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I tried to clear my IE temp files and IIS reset but turns out i needed to update my IE settings and add my crm into the trusted sites. Do you know how to apply this to custom entities though?

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Community Member on at

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On what basis should it find the presence of the people represented by these records?

Presumably you have an email field which it can use to check if a physician is online? And is the entity "email enabled"?

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Dave Carter on at

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Have you added the crm instance to trusted sites in your internet browser.

In order for presence to display in the setup I have worked with I needed to add a couple things to trusted sites in the IE browser for the presence indicator to display, assuming you have all the CRM settings and Office 365 settings correct.

For my setup I added these items to my trusted sites and it worked.

https://*.dynamics.com

https://*.lync.com

https://*sharepoint.com

https://login.microsoftonline.com

https://*.tribridgecloud.com

I also had a couple other CRM instance I had to enable it for and needed to add these values

https://*.tribridge.com

https://*.concertocloud.com

I would recommend adding the top 4 and then looking at your CRM web address in your browser, and add that to your trusted sites, ie if it ends in dynamics.com you definitely would need the https://*.dynamics.com

If you have the CRM instance in Tribridge's Concerto Cloud, then you definitely would need the https://*.concertocloud.com

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