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56 views

Not able to login with client for Outlook

We've configured the server (CRM 2015) and activated CBA and IFD. The information's been provided to out ADFS genius and we've got a confirmation that all the others services/logins work properly. As ...
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0answers
36 views

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 ...
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1answer
123 views

Can I assign a task in MS CRM to someone who does not have Outlook synched with CRM

I'm wondering if it is possible for us to assign a task in MS CRM to another employee who has a CRM User id but does not have the CRM/Outlook Synch plug in installed? We have MS CRM 2011 and MS ...
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1answer
455 views

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 ...
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202 views

Outlook 2010 starts flashing

I'm running Outlook 2010 with Microsoft Dynamics CRM 2011, and it runs fine for a bit, but then the whole window will just start quickly flashing as if I'm quickly clicking on and off of the window. ...
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107 views

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 ...
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72 views

Outlook CRM plugin not syncing cases properly

We have CRM 2011 on premise. One of our users sees more cases in the Active Cases view in Outlook than they do in the Active Cases view in Internet Explorer. The Active Cases view is unmodified from ...
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0answers
117 views

MS CRM 2011 (online) Outlook client, Unable to persist “maximum number of lines in compact mode”

Accessing CRM via Outlook, we have the following scenario: We are looking at opportunity entities We are looking at a personal view of opportunities We have the reading pane set to show on the right ...
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1answer
130 views

How to resize a text field in order to remove scrolling on an onload event?

I deal with dynamics CRM 2011 online and I faced some troubles with printing documents there. Could I resize/expand a text field in order to make a text visible for user without any scrolling? Has ...
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208 views

jS how to resize a text field? dynamics CRM 2011

I'm wondering about how to resize a text feild automatically in crm 2011. Is it possible there? For example, I've got a simple text field that has 3 lines by default. And I'm looking for a method, ...
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1answer
143 views

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?. ...
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1answer
569 views

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 ...
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1answer
472 views

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 ...
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1answer
232 views

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 ...
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2answers
584 views

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, ...
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1answer
704 views

Dynamics CRM 2011 - Outlook vs Browser client

MS Dynamics CRM 2011 can be accessed via browser or via the outlook client. Are there any differences in functionality between the two? e.g. are there features that only occur in the Outlook client, ...
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1answer
187 views

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 ...