Sunday, February 05, 2012

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"FYI - This does not work with "set-psdebug -strict". This setting requires all variables be defined before they can be referenced, the equivalent of "option explicit" from vbscript. " Read more
by Bill Faulk on Export CRM customizations using PowerShell

"Hi Molly -- this kind of stuff can be dicey to troubleshoot. Make sure the workflow scope is set to Organization and not User and that it is published. Sharing is not required. Then make sure their role can execute workflows. Hope this helps, Phil" Read more
by Phil Edry on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

"Phil, I spoke too soon. I was able to get everything set up. I was testing this with out inside sales group and when they try to run the workflow they receive an error saying they do not have permission to run the workflow. I went back and made sure they had rights to the sync entity and the workflow. I shared the workflow with them (I believe that is what I should do), but they still cannot run it. What else could I be missing? Thanks in advance. Molly" Read more
by Molly McGill on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

"Glad I could help!" Read more
by Phil Edry on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

"Thanks Phil! That worked. I knew it was something simple that I was just overlooking." Read more
by Molly McGill on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

"Hi Molly -- open a role that the salesman has and click on the very last tab "Custom Entities". Make sure he has rights on the Sync User entity. Best, Phil" Read more
by Phil Edry on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

"I think this is really going to help us. I am having a problem configuring outlook for one of our salesman and I cannot get "Sync Users (contact)" to even show up. I'm sure I'm missing something in their role. Do you know what should be changed to allow them to see that?" Read more
by Molly McGill on Allow Multiple Users to Sync the Same Contact to Outlook Effortlessly with Microsoft CRM

"hi, good staff.I think calender is the most important aspects of any crm solution.It help to update the information about the events and also helpful to for modification of transactions and easily approachable medium " Read more
by real estate crm on Adding a Custom Calendar to the CRM UI

Altriva Team Blog

Altriva Solutions Blog - CRM (Microsoft Dynamics CRM), SharePoint (MOSS), Application Development, and Integration Solutions.
Posted by: Phil Edry on 5/29/2009 | 0 Comments
  • Categories:
  • CRM
Did you know that you can send a hyperlink shortcut to an entity in CRM 4.0 over email? This functionality is especially useful when team members are collaborating on a customer or case together and want an easy way to link to what they're working on so that the collaborating team member won't have to search for the record to find it. But what happens if one team member connects to CRM 4.0 over the company intranet, while the other team member connects using IFD (Internet Facing Deployment)? Depending on network infrastructure, chances are that the sent shortcut will not work for both users. This blog entry will describe a workaround for this scenario.
Posted by: Phil Edry on 5/2/2009 | 0 Comments
  • Categories:
  • CRM
The Microsoft Dynamics CRM 4.0 Resource Center can either be a valuable tool to encourage user adoption or if it's not used, it can clutter users' screens without any value add. This post will discuss what the Resource Center is good for, and if you don't buy it (or if your users do not have access to the internet from their workstations) we'll also discuss how to remove the Resource Center to open up valuable screen real estate.
 


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