Posts Tagged ‘Microsoft Dynamics CRM’

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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