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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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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 integration between the two products in the form of…
JohnThePro
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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 stuff. But our smartphones (iphone) and our mac e…
Jannick
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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 change the actual report than have users…
CokaKola99
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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 by CRM, instead of seeing the login page, I get…
JohnThePro
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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 account it shows up with the format of the List…
Tom
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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 4.0 server, I created a backup of the CRM…
Noor Khaldi
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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 figured this installation would set up the groups…
bMon
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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 2008 R2. Well, i've installed SQL Server 2008 R2 but…
Tom
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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 telling me the .exe is not a valid Win32…
user42503
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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 use links shown in Dynamics CRM -> Settings ->…
Nozim
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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 groups etc. No one and nothing seems to be…
Jeff
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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 should end with writing back to the database that…
DrZaiusApeLord
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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. For what I've learned about CRM, it is quite tightly…
Bryan
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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 on page in the bottom left. I presume this will…
Matt
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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 Business Server (Not R2) DC Exchange CRM V3 Small Business…
Bryan
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