Questions tagged [crm]

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3 votes
4 answers
365 views

What open source CRM do you use?

What open source(or not) CRM do you use ? i have come across Tactilecrm and it's kinda' great.
0 votes
2 answers
96 views

For custom DNS records in email, will having 2 MX with same priority cause issues?

I want to connect a CRM (Keela) email system to a company's (OJ) domain. That way, when they send emails from the CRM, it appears as "@oj.com". The CRM instructs you to go the hosting ...
0 votes
0 answers
100 views

fix crm cluster in sles12sp5 for 12 node master slave configuration

When we try to add the additional servers 0f 6 004,005,006,104,105 & 106.to the existing server of primary 001, 002 & 003 Secondary 101,102 & 103. crm configure show node 1: pbh001 ...
0 votes
1 answer
3k views

Install Microsoft Dynamics CRM 2016 with IFD and ADFS on the same server using port 443

I'm trying to install Microsoft Dynamics CRM 2016 with IFD (Internet-Facing Deployment) and ADFS on the same server (Windows Server 2012 R2) ADFS is running and seems to be working fine. I can fetch ...
2 votes
1 answer
1k views

Repairing Dynamics CRM 2011 Server

As stated above, I had a bit of an issue with my CRM 2011 server last week. I run a small computer repair company and use it to manage my clients. I was running the server in a VirtualBox VM and the ...
0 votes
1 answer
1k views

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 ...
2 votes
3 answers
286 views

Printer issues using Citrix?

We have remote users using Citrix using CRM 4.0 for Outlook 2003. The CRM 4.0 Application is customized and connects to a sharepoint document library. When the user tries to print from the document ...
0 votes
1 answer
250 views

Is ADFS for internal CRM necessary if we already have an SSO for internet facing services?

I never had to deal with ADFS until now so not sure if I get it correctly. We will have an implementation of Dynamics CRM inside our network soon and we already use F5 Big-IP APM for SSO with other ...
1 vote
1 answer
868 views

Minimal required user permissions for running MS CRM

We have several M$ CRM instances running. Each one has its own dedicated SQL Server instance. The permissions are set up in accordance with the Microsoft recommendations for setting up MS CRM. ...
4 votes
2 answers
17k views

ADFS Error - MSIS9605: The client is not allowed to access the requested resource

I have an on-premise installation of Dynamics CRM 2016 which has claims-based authentication configured using an ADFS 4.0 (Server 2016) instance. Logging into CRM works fine via ADFS. I have a ...
0 votes
1 answer
602 views

How do I update Dynamics CRM with from flat file via Kingswaysoft?

I've been trying for some time to update existing leads in CRM via .csv files and the migration tool by Kingswaysoft. I am trying to update fields based on one key column, updating old leads and ...
2 votes
1 answer
1k views

Let's Encrypt certifcate for MS CRM using IIS

I am installing an instance of MS CRM 2015 on-premise, on a Win 2012 R2 Server, IIS 8.5. I would like to use the Let's Encrypt service to generate certificates for crm.example.com on this server. ...
1 vote
0 answers
37 views

Upgrading CRM 2013 to 2015

I am in the process of updating my company's CRM Dynamics version from 2011 to 2016. The plan was to go from version to version without skipping, snapshotting in between each version and testing ...
2 votes
1 answer
3k views

Pacemaker/Corosync resource cleanup causes restart on Ubuntu (any version)

I'm having an issue with a pacemaker/corosync (2 node) cluster on Ubuntu (12.04 / 14.04 / 16.04 and 18.04) and couldn't find anyone else describing this issue. There are two ressources: res_ip (...
0 votes
1 answer
270 views

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?
0 votes
1 answer
78 views

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.
0 votes
1 answer
157 views

Upgrade path from CRM 3 SBS to CRM 4 Workgroup Edition

I have been tasked with upgrading a customer's CRM installation from CRM 3 SBS to CRM 4 Workgroup edition running on a dedicated server. Current Situation dc1.example.com Windows 2003 Small ...
0 votes
1 answer
147 views

Dynamics CRM Password issues

I have recently changed our Dynamics CRM server Administrator account password and since this change my CRM web access is no longer working I just get a basic CRM page outline with no detail and error ...
0 votes
1 answer
245 views

Does hosted MS CRM integrate with my local Exchange and AD?

One of our clients has on premise Microsoft CRM 4.0 Workgroup edition and Exchange, and I'm looking into the possibility of moving CRM off site to a specialist company as a hosted (SaaS) solution. ...
0 votes
1 answer
500 views

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 ...
0 votes
1 answer
133 views

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 ...
2 votes
1 answer
631 views

Using PowerShell to set the Dynamics CRM 2011 Outlook Client Synchronization Process

We recently just moved from Microsoft Dynamics CRM 4 to Microsoft Dynamics CRM 2011 and are experiencing some performance issues with users on the Outlook Client. After reading this: http://blogs....
0 votes
3 answers
216 views

Experiences with hosted (off-site) Microsoft Dynamics CRM?

We're currently testing Microsoft Dynamics CRM hosted by Fpweb. I've been asked by the lead on the project how we can increase the speed at which CRM pages in IE load. The delay seems reasonable to me ...
1 vote
1 answer
153 views

Is it possible to deploy CRM 2011 on premise without Domain Administrator rights?

We are installing an on-premise CRM 2011. We are using an OU in the corp AD domain but we don't have Domain Admin rights. Is it possible to have a successful deployment? I heard that it is important ...
0 votes
1 answer
1k views

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 ...
1 vote
1 answer
2k views

Dynamics CRM 2013 - Creating relationships to allow a workflow to compare a value between two entities

I'm working on creating some custom workflows within Dynamics 2013 CRM. I thought I had the process all figured out, and created a workflow that when viewed seems to make logical sense. However, it ...
0 votes
1 answer
315 views

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 ...
1 vote
0 answers
33 views

Migrating Microsoft CRM 2011 - hosted to in-house

A client has a hosted MS CRM 2011 solution, currently running on ~200 workstations within the organisation. We are currently working through a project to inhouse this version of CRM. We have an ...
0 votes
1 answer
124 views

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 ...
1 vote
1 answer
439 views

How to edit the CRM dynamics email template for "Test and Enable" mailboxes?

Does anybody know where and how to edit/customise the subject and body of the test and enable mailbox emails sent by MS Dynamics CRM 2016/365 on premises? We looked at the email template section but ...
2 votes
1 answer
568 views

Pacemaker - standby or active?

Hello id like to make 100% sure about one thing regarding pacemaker. There is going to be maint night tonigh and id like to be completly sure we can shut down server. It is supposed to be in standby ...
1 vote
0 answers
61 views

How can we use HubSpot or HighriseCRM with Office 365 and German MS Cloud?

We use Office 365 with the additional option of being hosted in the german MS cloud. Now we would like to connect our CRM tools (HubSpot and HighriseHQ) with Office 365. Unfortunately those tools ...
0 votes
0 answers
290 views

Inserting values on mysql produces 'a foreign key constraint fails'

I'm running Yetiforce which is built on vtiger, I am needing some help moving some database lines across. I am getting this error when i do a simple export and import.( in Vtiger-Attachments table) ...
0 votes
1 answer
72 views

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 ...
0 votes
2 answers
4k views

how to run host commands from docker container?

I have pacemaker cluster of hosts. And I have docker containers on each host. I want to run crm_mon -Af1 command from container for underneath host. Basically, I want to get output of this command in ...
0 votes
1 answer
377 views

What settings are needed for Zurmo CRM to work on 1and1 hosts

Zurmo CRM a free open source CRM system supports (as of Jan 2017) only SMTP outgoing mail. on YOUR_CRM_DOMAIN/app/index.php/emailMessages/default/configurationEditOutbound I set the following ...
3 votes
0 answers
3k views

How to forward [email protected] to [email protected]

Scenario Our company has two web servers. Our main doman, domain.com is hosted offsite using a hosting provider (In this case, Netfirms). One of our subdomains, subdomain.domain.com is hosted onsite ...
2 votes
1 answer
12k views

crm resource cleanup command in pcs?

Is there an alternative command for crm resource cleanup <rsc> in the pacemaker configuration system? I got the following error message from pcs status and I found on different sites, that a crm ...
1 vote
2 answers
6k views

How to make Pacemaker stop resources to be removed?

I'm trying to create an Ansible Pacemaker role that creates the CIB configuration and then pushes it. The problem is: Pacemaker refuses to destroy a resource if it is not stopped. I'm trying then to ...
1 vote
2 answers
4k views

CentOS 6.4 iSCSI Target - crm shell error

I try to make a iSCSI Target on CentOS 6.4 with DRBD, Pacemaker, Open-iSCSI and LVM2. Now I need to prepare the HA iSCSI Target configuration on the crm shell, but if I enter the configure mode, ...
2 votes
1 answer
257 views

Dynamics CRM with Windows Essentials AD + Azure AD

I'm trying to configure a new Dynamics CRM 2016 on premise installation with Claims based authentication for Sharepoint Online (Office 365) and Internet facing access. We currently have a Windows ...
2 votes
1 answer
2k views

MS CRM: How secure is an Internet Facing Deployment (IFD)?

From a security perspective, how secure is an IFD deployment of MS CRM 2013 or CRM 2015? I know it's the recommended way to expose MS CRM to the net, but what are the vulnerabilties? Is it ...
0 votes
1 answer
445 views

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'...
3 votes
0 answers
1k views

How to split the Siebel 7.8 file system?

A little background information In each Siebel server there is a special folder called the "Siebel file system", a repository of unstructured content used by Siebel applications which ...
2 votes
1 answer
1k views

Corosync 2.3.3: Unable to enable cipher

I'm trying to set up a new pacemaker/corosync stack of 2 machines. I was using it before with corosync1, but on Ubuntu 14.04 I've got corosync 2.3.3 OK - I said, and tried to use this version of ...
-1 votes
1 answer
1k views

Clone VM connected to domain with CRM 2011 on Windows 2008 R2 SP1 [closed]

After copying VM with CRM 2011 I've changed server name, performed actions in this article: http://weblogs.asp.net/navaidakhtar/Microsoft-Dynamics-CRM-2011-2F00-4.0-Configuration-in-Case-of-Machine-...
0 votes
2 answers
853 views

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: ...
0 votes
1 answer
546 views

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 ...
-1 votes
1 answer
741 views

Using subdomains, separate databases, and virtual hosts to scale SAAS [closed]

I am building office management software on a LAMP server on a SAAS model. My clients typically have 5-10 thousand customers they are tracking with all of their contact, invoicing, appointment ...
3 votes
7 answers
2k views

Alternative to MS Dynamics CRM 4.0? [closed]

A customer of mine have been testing a trial of MS CRM 4.0 that I installed for them, but they concluded that it might be a bit heavy for them. I promised them to look into other CRM applications that ...