"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
Here’s a quick gotcha I saw on the CRM Forums. When configuring the CRM Client for Outlook, you enter http://servername:port/ORGNAME in the Internet address field and you get a cryptic error stating “Mandatory updates for Microsoft Dynamics CRM could not be applied successfully. Try running the application again.”