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Questions tagged [crm]

69 questions
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Dashboard has an error on any browser not on the server - New CRM 2011 installation

Just recently we created a Dynamics CRM 2011 instance running and so far it only works from the server that is hosting it. From any client accessing it the dashboard and many items within all show this ("An error has occurred"): Has anyone…
Pyralix
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Dynamics CRM 2011, changed domain and ADFS without being able to log in

Recently we acquired a company which had a server which hosted an instance of Dynamics CRM 2011 (Rollup 16) and authenticated via ADFS. Unable to create a trust or even log into CRM with an account from the previous domain we proceeded to remove it…
Pyralix
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Updating an administrative Outlook Client installation with SP1 for CRM 2013

Bear with me here because this may be a tricky question. I have a slipstreamed installation packages for the CRM 2013 Outlook Client. Up until now I have only needed the 32bit client version so that's all I prepared. The package is updated with SP1…
Lior Abel
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Dynamics CRM 2013 on premise workflow performance

We are speaking of the time it takes for the workflow state machine to notice that task A is complete, thus satisfying a wait condition in a workflow definition, which then creates task B. User1 marks task A complete, & it takes between 2 & 20…
user3599410
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Is it safe to Update and/or Insert records into an accounting software's database? (Pastel Evolution)

Our CRM system can post transactions to our accounts software (Pastel Evolution), but it doesn't perform the required currency conversion. Both systems have different "base" currencies (because of our location), so the figure thats sent to Pastel…
user1020317
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Can CRM 4.0 and Exchange server be installed on different domains but still work together?

Is it possible to install CRM 4.0 server and an Exchange server on two separate domains but still have them work together?
user12121
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CRM4 Rollup 5 worth the upgrade?

I have a Microsoft CRM 4.0 application that has been fairly customized. We have not installed any CRM rollup's. Is it going to be worthwhile to upgrade with the rollup 5.
user12121
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Server intermittently inaccessible externally (but accessible internally continuously)

I have a CRM on a server on a network. We have a static IP and another server outward facing. We use port-forwarding to map to the CRM, so that when you go to the IP or the FQDN, you get to the CRM: xxx.xxx.xxx.xxx crm.example.com Internally, we can…
nicorellius
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Crm Dynamics 2011 on Windows Server 2012 - Installing

I'm following a link by Daniel Craig on installing -http://danielcai.blogspot.ca/2012/05/install-crm-2011-on-windows-server-8.html Getting Windows Server 2012 running has been like getting hair out of wool. Not quite so stable yet. I miss my Linux…
Barco van Rhijn
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Dynamics CRM Outgoing Email Router

Using: Exchange 2010 on Win 2008 & CRM 2011 on Win 2008 I have my email router configured and when I choose test access I get a successful message for Outgoing mail. However, when I reply to an email in the appropriate CRM queue the mail never gets…
skinneejoe
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Elastix call-center with computer telephony crm integration

The title isn't explanatory enough but I can't explain it better. I want to setup a call-center using elastix which would have the following feature: Suppose bob(client) calls the center and Alice(employee) picks up the phone when that happens I…
ndp
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Monitoring pacemaker

How do you monitor if pacemaker is still working? If all nodes are online and not in a state of standby or even offline/down? Monitoring the services isn't the problem, this can be done directly. But im still not sure if I should monitor the status…
Comradin
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Click to call with a soft phone

I'm trying to set up click to call with a soft phone. I'm using QuteCom for the soft phone, vTiger for the CRM and Asterisk, through Elastix for the PBX. I was wondering if someone could point me in the right direction for getting that set up. I…
Arthur
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Error Migrating CRM 4.0 to CRM 2011

I have a CRM 4.0 32bit in my network with SQL 2008 SP3 installed on it. I installed a new CRM 2011 64bit server with SQL 2008 R2 SP1 on my network with reports extension and update rollup 5. On the 4.0 server, I created a backup of the CRM…
Noor Khaldi
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DRBD Replication failure

A couple of weeks ago I setup a 2 nodes CRM system with one of the resources managed being MySQL over DRBD. Today for maintenance reasons I restarted both nodes but now they can't connect to each other anymore. DRBD fell out of sync and I followed…
MrD
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