CRM 4.0 offers the possibility to start your dashboard directly out of CRM. There are three options.

Trendmicro Officescan (Version 10, Servicepack 1).

Lösung: Mit dem Trendmicro Performance tuning Tool (siehe Link) eine Ausnahme auf die CallInfoCRM4.exe erstellen.

Die Ausnahme wird, obwohl im TM Artikel nicht erwähnt, in die globale Konfiguration aufgenommen. 

This function allows DocumentsCorePack users to add a document to every created activity (only when using the file explorer or sharepoint setup).

For example, when you send a mail to a marketing lists, an activity will be created for each member of the marketing list.

This extra setting will ensure that the activity also has the document attached in CRM.

This article will show you how to work with this function. 

 

Dashboard for MS CRM 4.0 provides several maps (World-map, Europe, U.S., Germany, Netherlands,…) in order to e.g. display customer-distributions.
This blog contains basic information on how to configure maps. This is explained with a Step-by-Step-Setup of a Customers in the U.S.A-chart.

After WordMailMerge has been installed on your computer, it is possible that our toolbar does not appear in Microsoft Word. To sort this problem out, please follow the steps of this article.

To downgrade the KDTele-tools in order to use the previous event-model, simply donwload the downgrade package from:

http://62.99.232.162/TI/downgrade.zip

and extract the package into a “downgrade” folder within the installation directory of the TelephonIntegration (TI) - Client component.

The problem occurs because MS CRM is using an HttpModule for multitenancy scenarios. This http module is called with an anonymous user account. This is why it fails when trying to request, i.e. the metadata webservice.

Please note: Requires GC v4.61 or higher

There are four settings in the GC settings named

• GanttColorAppointment1: Color 1 for specified appointment status codes
• GanttColorAppointment2: Color 2 for specified appointment status codes
• GanttColorServiceApp1: Color 1 for specified serviceappoinmtent status codes
• GanttColorServiceApp2: Color 2 for specified serviceappointment status codes

We realized, that after installing Live Messenger we do not see the Contact/System User icon anymore in our MS CRM system. 

Figure 1: Live Messenger

Instead we get this IM presence icon. In 99,9 % it is grey because no one has all the CRM contacts in his Messenger and therefore it is uninteresting for our users.

I now tried to find out how we can turn this off and it is not very easy to find information about this presence information.