Archive for the ‘Microsoft Dynamics CRM’ Category

Microsoft Dynamics CRM

Sunday, June 13th, 2010

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Unfolding “CRM Insight View” Utility

Monday, April 12th, 2010

MachSol Inc. offers special CRM utility that will enhance overall access level information visibility related to complete business cycle entities including lead, account and contacts.

Dynamic CRM Insight View Utility

CRM Insight View – Utility at a Glance!

MachSol’s new value-added utility CRM Insight View, allows you to easily find the Microsoft Dynamics CRM information you need. With CRM Insight View, you can view all the information from lead, account or contact on one screen with their open activities and history.

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CRM Reports and Dashboard

Tuesday, March 2nd, 2010

Use CRM Report For Dashboard:

You need to change the sitemap to show the Dashboard:

  • Export and Edit The Site Map

Navigate to Settings>>Customization>>Export customization

Change Default view to Client Extensions View and select Site Map and click on export selected customization

Edit the Site Map

Add Sub area and set the appropriate Url, like following…….

<SubArea Id=”nav_dashboard” Title=”Dashboard” Url=”/../ISV/service/dashboard.aspx” PassParams=”1″/>

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Microsoft Dynamics CRM 4.0 E-mail Router

Monday, March 1st, 2010

Microsoft Dynamics CRM 4.0 E-mail Router deployment guidelines

The E-mail Router is an interface between the Microsoft Dynamics CRM system and one or more Exchange servers or POP3 servers for incoming e-mail, and one or more SMTP servers for outgoing e-mail. E-mail messages come into the Microsoft Dynamics CRM system through the E-mail Router.

Install the e-mail router on a dedicated machine and Configure all users in CRM to use the E-mail Router for both incoming and outgoing e-mailConfigure the “info” CRM queue to also use the E-mail Router for both incoming and outgoing e-mail.

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