Questions tagged [crm]
For questions about Customer Relationship Management software that does not have a dedicated tag. Do not add to questions that have a dedicated product tag (e.g., [dynamics-crm], [sugarcrm], [vtiger-crm]).
11
questions
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Cannot configure organization for Microsoft Dynamics 365 for Outlook. Try to configure the organization again
I'm getting the following error when configuring CRM for Outlook:
Cannot configure organization for Microsoft Dynamics 365 for Outlook. Try to configure the organization again
Below is the log ...
0
votes
1
answer
465
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CRM export to excel failed - no log file
I tried export Advanced find query to excel - and it failed with no log file details.
The number of records: 200000
I checked the below things:
1. No duplicate column with same name on View
2. I ...
0
votes
1
answer
120
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How to link Outlook scheduling assistant with Dynamics 365?
There is a way to create an appointment in Dynamics CRM via activities, this opens up a form for the data. After creating this appointment, it shows up in outlook, which is nice, but I would like to ...
- 1
0
votes
1
answer
503
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Re-importing blank (NULL) fields doesn't seem to work Dynamics CRM 2016 (on-premise)
I have a bunch of dates I need to blank out for certain records. I did an Advanced Find to get the records. Exported them, blanked out the date fields and reimported. The only change made was to blank ...
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0
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1
answer
34
views
Is there a keyboard shortcut to minimize the Prosperworks CRM sidebar in Gmail?
In Gmail, the Prosperworks Chrome Extension takes up a lot of space on the side. It auto-expands upon a new pageload which is really annoying when I don't want to use it.
0
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1
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72
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How to resolve "could not create/delete. make sure all files from that directory are closed"
installing Pivotal CRM for my Windows 7 machine and it gave me this error message. It was working the other day but yesterday it went askew so I uninstalled everything and tried reinstalling to find ...
1
vote
1
answer
126
views
Why is there no simple CRM (for Windows)? [closed]
Ok, maybe I'm looking for under the wrong keyword, if so, please enlighten me :)
I'm looking for a software that can do the following:
Contact Management
Calendar Management
Mail Integration
...
- 111
3
votes
0
answers
1k
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Daylite CRM Equivalent on Windows 7 [closed]
Daylite seems to be the perfect solution for my needs, but I have a PC. I can't run VMWare and don't want to use cloud based services and buying a Mac is not an option.
What is a good, local, CRM ...
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-2
votes
1
answer
375
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What are good open source / free CRM packages for a freelance software developer? [duplicate]
Possible Duplicate:
Open source CRMs
I have been a freelance software developer for three years now, and I have always managed to maintain all my client contact info through Google mail and ...
- 2,621
0
votes
3
answers
530
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How can I get SalesForce to turn an email message into a new Lead with a new Case attached to it?
I'd like to have emails coming into an "[email protected]" email address automatically turn into a new Lead with a new Case attached to it, in SalesForce. What's the easiest way to get that done?
I've ...
- 508
6
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6
answers
1k
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CRM software for a small non-profit [closed]
I'm looking for CRM software for an international non-profit search and rescue team. The main reason for it is to run the media for the team when they are on a mission. I have looked at the following ...
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