Super User
Super User

Questions tagged [dynamics-crm]

Use this tag for questions related to Microsoft Dynamics CRM, which is a multilingual Customer Relationship Management software package developed by Microsoft. It has built in support for Sales, Marketing and Service. It can be used as an xRM platform.

42 questions
3
votes
2 answers

MS Dynamics CRM 2015 assigning tasks to non CRM users

Is it possible to assign a Dynamics CRM task from outlook to someone who does not have a CRM license and keep track of the progress on CRM online.
asneineh
  • 31
2
votes
1 answer

Microsoft Dynamics CRM 2015

How do I create a task view to see what tasks are overdue by user - how do I get this emailed directly to my boss to look at Is it possible to set up a task view for leads that have not been contacted or reminders not attended to ?
gigi
  • 21
2
votes
0 answers

What's the better integration strategy for Dynamics CRM

I'll try to be as specific as possible with what I need Background : I am a software developer and I try to do all sorts of things as much as I can. I have recently gone "Mission Impossible" and accepted the to implement a Microsoft Dynamics CRM…
Obi Onuorah
  • 121
2
votes
1 answer

Microsoft CRM 2011 change url for different organizations

I have Microsoft Dynamics CRM 2011 with minimal servers (two servers: CRM and SQL). And I create two organizations (org1 and org2). Now I can access to organizations: http://servername/org1 http://servername/org2 I want to have access like…
Tim Sajt
  • 21
2
votes
2 answers

How to deal with drop-down tabs dynamics crm 2011

In CRM 2011 I've a tab (drop-down), which has an Iframe or whatever. Could i make it open by default if there is something inside and close by default if there isn't any data inside of this tab?. Or, what if it's not an IFrame inside of tab, may be…
Leo
  • 147
2
votes
1 answer

configure outgoing settings in email router (dynamics CRM 2011)

I'm trying to configure email router in dynamics CRM 2011 so, Could anyone explain me how to turn an outgoing profile there as well, please? ;) I wonder with the follow setting: Accsess credentials there is a listbox, where you can choose an Other…
Leo
  • 147
2
votes
1 answer

Dynamics CRM: making "Regarding" field clickable in Outlook if its name is blank

In Dynamics CRM, the "Regarding" field is not displayed in Outlook 2010, if primary field is empty. (Primary field is a field whose value is displayed in lookups.) Say we have a lead where First Name and Last Name are empty. In IE it will display…
skfd
  • 1,242
2
votes
1 answer

Why am I receiving an error when trying to export a Workflow list to Excel in CRM?

We recently installed Rollup 15 and post update, I receive an error message when I try and export any listing of Workflows to Excel. In IE, I receive the generic 'An error has occured...' message but I snipped the below from a trace file: MSCRM…
Gryphoenix
  • 220
1
vote
1 answer

How to handle null values when importing to CRM Online?

I have an Excel file of accounts which is imported from a previous CRM version (2011), and I would like to import it to CRM Online. Some columns that hold integer values might also contain “null” in case the value does not exist. These null values…
user3340627
  • 213
1
vote
0 answers

CRM 2011 outlook client crashing on replying emails

We have configured CRM 2011 plugin for outlook(CRM RU8, Outlook 2010). Its working fine for all the users except one. From one user machine, able to send a new mail but whenever we try to reply to mails, outlook getting crashed and asking to close…
Charan Raju C R
  • 201
1
vote
1 answer

MS Dynamics CRM 2013 Email to Case drop to same case

I am using MS Dynamics CRM 2013 SP1, I used the "Automatic Case Creation Rules" to manage automatic case creation for emails The steps are more or less like this After the setup, I tried to send emails to the specify queue, the first email is…
user3733240
  • 21
1
vote
1 answer

Microsoft CRM 3.0 User Doesn't Have Option to Print Contact Info

I've been tasked with giving people access to a MS CRM 3.0 install. I start out with the minimal "Read Only" role by default. However, a user just called to notify me that when opening a contact, the File menu only has "Properties" and "Close" --…
Feckmore
  • 906
1
vote
1 answer

Is there a way to unsync contacts from Outlook that came from a particular source, specificly Dynamics CRM?

So I installed the Dynamics CRM Client for Outlook and wired up a client's CRM to do some work for them. Unbeknownst to me, Microsoft decided to auto-opt-in the Contact sync to the Outlook Address Book. IE: All the contacts from the CRM's Contact…
TheHolyTerrah
  • 333
1
vote
1 answer

How do I setup CRM 2011 to move a Lead into an Opportunity?

Not much more info I can give. I'm new to CRM. I want to setup things so a Lead automatically gets turned into an Opportunity and then gets removed from the Lead when a specific field is set to a specific value. How do I do this?
IAmAN00B
  • 163
  • 1
  • 1
  • 7
1
vote
2 answers

Assigning MS CRM task to someone else from Outlook?

What is the correct way to assign a MS 2011 CRM task to someone else in the company? Trying to do it from Outlook add-on just pop-ups the regular Outlook tasks window, which, if assigned to someone, does not appear in CRM. The only way seems to open…
SyRenity
  • 397
1
2 3