Category: crm

  • CRM Router and Dynamics CRM V9 Online–No Emails Being Processed

    This one is an interesting one – and it was only resolved by a call to Microsoft Support, who do not document that this setting is required. The scenario is that you upgrade your CRM Router to v9 (as this is required before you upgrade Dynamics to V9) and you enable TLS 1.2 on the…

  • Group Policy Import To Fix Google Chrome v37 Issues With Exchange Server and Microsoft CRM

    A recent update to Google Chrome (37.0.2062.120) removed the ability to support modal dialog boxes. This are dialogs that require your attention and stop you going back to the previous page until you have completed the info required – these are very useful in workflow type scenarios. Google claim that as 0.004% of web sites…

  • CRM Router and Exchange 2010

    To configure the CRM Email Router with Exchange 2010 you need to do the following. Not all of these points are clearly documented on the internet. Create a mailbox (CRM_Router@domain.com) Set password never to expire Ensure that the mailbox is not hidden from the address list Login to above mailbox Enable impersonation with the following…

  • CRM 4 Fails to Run In Outlook on Terminal Services

    If CRM 4 Client is installed on a Citrix/Terminal Services server and the initial installation (done when in CHANGE USER /INSTALL mode) also includes starting Outlook for the first time then a registry key is set in the Terminal Services registry shadow. This means that once you go into CHANGE USER /EXECUTE mode and a…

  • Giving a laptop to a new user when CRM 4.0 Offline Mode is installed on it

    When someome leaves a company, or their laptop is replaced and they get a new laptop, their old laptop goes somewhere. If that somewhere is to a new user and that laptop had an installation of CRM 4.0 configured in Offline Mode installed on it then you will get the following error message when you…

  • How to Configure CRM 4 on a Terminal Server When Not All The Users Use Microsoft Dynamics CRM 4.0

    The Microsoft Dynamics CRM 4.0 Outlook client software, when installed on a terminal server (Microsoft or Citrix) results in the CRM toolbar (which is part of the CRM Outlook Add-in) appearing for all users of the server regardless of whether or not they require the functionality of CRM and irrespective of whether or not they…

  • CRM 3.0 Disaster Recovery

    Updated 9 Jan 2009 as I needed to repeat these steps again, and so have clarified them a bit! I am in the process of performing a CRM restore, when I came across this cryptic message: “One or more Microsoft CRM groups do not exist”. I am restoring into a new Active Directory so the…

  • Invalid Visibility When Sending Email in Microsoft CRM

    Having recently installed Microsoft Dynamics CRM 3.0 I found that when I wanted to send an email to a contact in the system it failed with the error message “Invalid Visibility”. This error occurs because the code that sends the email does not complete successfully, and in my case because of anti-spam restrictions enabled on…