Questions tagged [microsoft-dynamics-crm]

Microsoft Dynamics CRM is a multilingual Customer Relationship Management software package developed by Microsoft. It has built in support for Sales, Marketing and Service. It can be used as an xRM platform.

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Mobile compatible ADFS?

I'm deploying Dynamics CRM 2011 to my organization tomorrow and the only thing left bugging me is the mobile express experience. When the user enters the mobile URL for the CRM, they're first ...
NamelessCRMMonkey's user avatar
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Pass CRM 2011 Outlook authentication to Internet Explorer

Okay, so I have a Dynamics CRM 2011 environment running with IFD Configured. CRM is running Update Rollup 11, ADFS 2.0 has no Update Rollups installed. All servers in the environment are 2008R2. Our ...
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Opening a Dynamics CRM URL in the Outlook Dynamics Extension

My organisation are adopting Dynamics CRM, and we/they primarily want to use it via the Outlook extension/client. The problem is that we have workflows setup to send emails and notify users whenever a ...
Matt J's user avatar
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Recreate Dynamcis CRM "Filtered Views" for use on SQL server replicated by Scribe RS

I'm considering moving from CRM 2011 on premise to CRM Online. The major concern for me is the lack of SQL access, but I understand Scribe RS has a replication solution that will keep a copy of the ...
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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 ...
skinneejoe's user avatar
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MS Dynamics CRM users disappear

Recently we came across quite a weird issue. The administrators say that once in a while they notice that user accounts in MS Dynamics CRM are lost . When a new user is added to the system, the ...
Max Kosyakov's user avatar
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1 answer
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Exchange and MS CRM on SSD's

I am looking at building a server for a friends business. This would probably be a SuperMicro job to come in on a small budget, 9 series with Sandy Bridge Dual Socket 2011 26xx processors. I'm ...
Erik Funkenbusch's user avatar
3 votes
1 answer
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Internet Explorer 9 Title bar, the url of the page is display before page title

All, I am having an issue where our ie9 on server2008R2 is displaying the url of the page before the actual title. I would prefer that this information is swapped. On a windows 7 enterprise N ...
user140434's user avatar
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Added a custom SQL Server login to Microsoft Dynamics CRM 4.0, getting empty resultsets

At work we have Microsoft Dynamics CRM 4.0 installed and employees use their LAN login to log into CRM's web interface. We've added a SQL Server-based custom login (to the server and db *_MSCRM) with ...
Edward J. Stembler's user avatar
1 vote
1 answer
2k views

Dynamics CRM 4 Async Service Jobs Waiting and HTTP Error 401.2

We're having an issue with Dynamics CRM 4.0. Environment: Dynamics CRM Enterprise 4.0 Update Rollup 20 Windows 2008 R2, SQL 2008 R2 Platform and Database servers on separate virtual machines On-...
asafb's user avatar
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Integrating CRM 2011 and SharePoint 2010 using ADFS 2.0

As the title quite accurately reflects above, I have the following environment that I'm looking to tie all together: CRM 2011 IFD (already using ADFS 2.0 successfully) SharePoint 2010 There is ...
JohnThePro's user avatar
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Dynamics CRM 2011 On-Premise & Security Certifications (ISO 27001, SAS70, etc)

I'm unclear on how to properly word our security status. The data center our hosted IFD CRM instance is running on has not paid for these audits. However, the Microsoft literature suggests that CRM ...
Eric's user avatar
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MS Dynamics 2011: Could not load file or assembly 'Microsoft.Crm, Version=5.0.0.0,

we have recently set up a windows 2008 R2 Server with Exchange 2010. Now one of our admins was advised to install MS Dynamics 2011 on that server as well. It seemed to work as we can access the CRM ...
Jannick's user avatar
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Dynamics CRM 2011 report view can't be changed?

I am trying to create a report for our CRM system but I am finding that I cannot change the page settings for it. If I export it to Excel I can tinker around with the results but I would rather that I ...
CokaKola99's user avatar
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ADFS 2.0 and CRM 2011 IFD - Error 403 when being redirected

I'm not sure what happened here, but let me give you the rundown. I have a CRM 2011 IFD that by all accounts was functioning. Out of nowhere, I find that when being redirected to ADFS 2.0 login page ...
JohnThePro's user avatar
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Unable to access CRM 2011, Windows Server 2008 - Server is not operational

I am new to Dynamics CRM 2011 and trying to use it first time (Running on Virtual Machine). I am getting the following error message in web browser. Any ideas to fix the issue? Business Management ...
Scorpion's user avatar
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Dynamics CRM 2011 Multi-Tenant Active Directory issue

I've been tasked with identifying the needs and lab-simulating a hosted Dynamics CRM 2011 multi-tenant solution. I've read through the 'Service Provider Planning and Deployment Guide', however I'm ...
JohnThePro's user avatar
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How can I tell when my MS Dynamics CRM trial key will expire?

I have an installation of Dynamics CRM 2011 that is currently on a trial key. We would like to change to a production license before it expires. Is there somewhere in Deployment Manager or elsewhere ...
Saul Dolgin's user avatar
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....
jacobappleton's user avatar
2 votes
1 answer
423 views

ADFS 2.0 and Dynamics CRM 2011 SSL for what domain?

I have read that the best practice for an IFD Dynamics deployment is to use ADFS2.0 and lock it down with a wildcard SSL Certificate. The domain name I want to use for the Dynamics deployment is ...
bakesale's user avatar
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Installing List Compenent on Sharepoint Server

I added the Sharepoint site to the 'Document Management' section in CRM with the List Components checked and it added it with no problem. Also when I navigate to the 'Documents' section under an ...
Tom's user avatar
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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 ...
Noor Khaldi's user avatar
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1 answer
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Certificate does not contain a private key when importing certificate

I'm following the following tutorial Configuring SharePoint 2010 and ADFS v2 End to End Because i want to use a single sign on between my sharepoint and crm 2011. I have a sharepoint server, a crm ...
ThdK's user avatar
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Installing Microsoft CRM 3.0 Error Groups Do not exist

I am doing a fresh install of CRM 3.0. During the check list of requirements before the set up will continue I am getting the following error: One more more Microsoft CRM groups do not exist I ...
bMon's user avatar
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Microsoft Dynamics 2011 and SBS2008

Got a question for anyone with Microsoft CRM 2011 experience. According to this page I can run Microsoft Dynamics CRM 2011 on a Small Business Server 2008 Standard as long as I install SQL Server ...
Tom's user avatar
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Unable to install Dynamics CRM2011 on AWS EC2 instance

I'm attempting to install Dynamics CRM 2011 on an AWS EC2 instance (Server 2008 R2 64 bit) When I run Microsoft.Crm.Server.Setup.exe from the Server\amd64 folder on the installation CD I get a message ...
user42503's user avatar
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SharePoint Designer using Dynamics CRM services as an external data source

I want to use Dynamics CRM services as a data source for SharePoint 2010. I'm using SharePoint Designer 2010 for work with SharePoint server. I tried to follow this instructions. And I'm planning to ...
Nozim's user avatar
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3 votes
1 answer
2k views

How do I get the Microsoft CRM 2011 Outlook Plugin to authenticate?

I just installed Microsoft CRM 2011 on our webserver and I'm trying to get the CRM Outlook Plugin to authenticate to it. When I put in the server URL and click "Test Connection..." I get a dialog box ...
Mike's user avatar
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1 vote
1 answer
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Dynamics CRM 2011 Import Organization from different locale fails on SQLException

I'm struggling with a Dynamics CRM 2011 , when trying to import an existing organization - coming from a customer's Window Domain, not ours. The Setup Two servers. One windows server 2008 r2 x64 ...
Johan Buret's user avatar
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 ...
Brian Morrison II's user avatar
2 votes
3 answers
4k views

Bind ADFS 2.0 service to a specific IP address

I have one server with ADFS-2.0 and a few websites on it. One of the websites is Dynamics CRM which listens on a specific IP address on port 443. Dynamics CRM provides a metadata file for ...
ccellar's user avatar
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2 answers
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Microsoft CRM, Active Directory Entries, Server 2008 - deleting SGs

The current company I work for used to use Microsoft CRM, this was before I came. It was also removed before I came, however our current active directory contains a CRM category with tons of security ...
Jeff's user avatar
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2 votes
2 answers
4k views

Install Active Directory on Windows Server 2008 R2 for CRM 2011?

I have just set up a VM for Windows Server 2008 R2 and want to install Microsoft CRM 2011 to play around with it. CRM 2011 seems to require Active Directory to be configured and running on the server....
Taptronic's user avatar
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shopping cart with MS CRM Dynamics 4.0 integration?

I'm looking for a product that will allow our members (we use crm as a membership database) to buy online media with CRM integration (get username/pass from crm, address, process cc, etc). Ideally it ...
DrZaiusApeLord's user avatar
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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. ...
Bryan's user avatar
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1 answer
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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 ...
Matt's user avatar
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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 ...
Bryan's user avatar
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1 vote
1 answer
888 views

How can I find the number of CALs for Dynamics CRM 4.0

I have two questions, which are as follows:- How can I find the number of CALs for Dynamics CRM 4.0? Lets consider the situation that we don't have license certificates that we got when we purchase ...
Zohaib's user avatar
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0 votes
1 answer
497 views

Dynamics CRM 4.0 Access Audit?

In Microsoft Dynamics CRM 4.0, is there any way to audit what records were viewed by a particular individual at what time without any special plugins? If you need a plugin, can you install the plugin ...
Dan's user avatar
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4 answers
1k views

Quickbooks Enterprise vs Microsoft Dynamics GP [closed]

We have outgrown Quickbooks Pro and are currently shopping for a replacement. We are debating on moving up in the Quickbooks chain and going with QB Enterprise, or possibly moving over to Microsoft ...
Physikal's user avatar
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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 ...
Beau's user avatar
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1 vote
2 answers
2k views

Trace directory not defined error in MS Dynamics CRM 4.0

I'm getting the following event log entry when I turn on tracing in CRM using the CRM Diagnostics Tool. Any ideas why it's not picking up the correct directory to place the files? CrmTrace ...
David Collie's user avatar
0 votes
3 answers
405 views

Installing Dynamics CRM on separate server

For our domain, AD and Exchange run on a Win2003 SBS. I dimly remember that SBS does not allow certain services to run on a different (or multiple) servers in the domain, but I can't dig up anything. ...
peterchen's user avatar
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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?
user12121's user avatar
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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.
user12121's user avatar
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 ...
user12121's user avatar
1 vote
2 answers
1k views

Is it possible to use Microsoft Dynamics CRM Data Migration Manager with SQL Server 2008?

Ok. Here is my set up: I have a a windows server 2008 with Microsoft Dynamics CRM 4.0 installed. On a separate windows server machine is the database with SQL Server 2008 installed. We managed to ...
Jeff Davis's user avatar

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