How to send email in CRM 4.0

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  - 1
    - Email Messages sent by CRM 4.0 Router missing name from email addr We are using the CRM 4.0 email router for automatically sending emails using the SDK, however when the message is received it only contains the email address, not the full name of the user from CRM who sent the email. For example, instead of an email with an address of "Joe Blow"<jb@mailinator.com> it only has jb@mailinator.com Is there any way of making the router include the name? This worked under 3.0 Thanks Tag: How to send email in CRM 4.0 Tag: 99860
  - 2
    - Please help install SQL SRS CRM 4.0 on SBS 2003R2 Please help, how do I install and configure SQL 2005 WGE especially SRS on SBS 2003R2 for CRM 4.0 WGE? I'm just not finding any detailed information on SQL install/configuration. Please point me to any resources. thanks! Tag: How to send email in CRM 4.0 Tag: 99858
  - 3
    - Can Lookup Attributes be Updated using CRM 4.0 Data Import? I wrote some code that uses the CRM 4.0 Data Import functionality to process files that create and update data for custom entities I have created. It was confusing to figure out because of the sparse documentation but it seemed to be working nicely until I noticed that when ImportModeCode is Update the entity attributes that are Lookups don't seem to be getting updated. For example, I created a custom entity named new_lease that has a new_territoryid lookup attribute that looks up it's data from the territory entity. The code populates the new_territoryid value when importing leases and ImportModeCode is CREATED; however, it does not change the territory when importing leases when ImportModeCode is UPDATE. It's not just territory-related lookups that are failing - others such as those to Contacts and Accounts don't work either. No error is thrown and the rows show as "Leases Updated" under the System Job. Other non-lookup-type columns on the entities are being updated with values in the files. Is there some reason that Lookup Attributes cannot be UPDATED using Data Import functionality as is documented in the SDK? Any advice is greatly appreciated.... Thanks, Todd Langdon Tag: How to send email in CRM 4.0 Tag: 99857
  - 4
    - Problem Setup CRM 4.0 Hi, I try to install the 90day trial of MS CRM 4.0 dutch, but i get installation error Setup: 1 SBS server 2003 (Dutch) 1 VMware server with different Windows2003 servers (Uk) --> on this server i have 1 W2003 server (dedicated) in use voor the SQL 2005 with 2 instances in it. 1 for CRM and 1 for an other application. Also on this server i use the reportingserver, a second W2003 server is used to install the CRM application After the systemcheckup the installation starts well but stops with the error : Translation because it's a dutch version : Action Microsoft.Crm.Setup.Server.UseAnonymousAuthenticationForImageAction is failed The system cannot find the paht specified. (Exception from HRESULT: 0x80070003) During setup i went for the default settings only i changed language for sql (belgium) create new site on port 5555, and use reporting on the sql server I checked for this erro but couldn't find anything related to crm setup. Can you please advise. Regards Tag: How to send email in CRM 4.0 Tag: 99856
  - 5
    - CRM 3.0: Outlook Contact Synch Problem When our users synch their CRM contacts with Outlook, it transfers all of their birthdays to their calendar. Since they have so many, this is a problem, especially for PDA users. Any way to turn just this feature off without shutting off the entire contact synch? Tag: How to send email in CRM 4.0 Tag: 99849
  - 6
    - oppertunity owner changes when account owner changes Hello, I have a problem with one of the relations in CRM I found out that when you change the owner of an account, all the oppertunity's that are beneath it also change from owner. Is there a way to keep the owner of the oppertunity? Maybe with an extra field or somehing? thanx Tag: How to send email in CRM 4.0 Tag: 99839
  - 7
    - Custom entity mail merge including tasks Hello all, I have a custom entity which I have modified so that i can mail merge from it which is great, unfortuantley one part of the mail merge is that I want to show the history eg tasks completed... Is there a way of accessing tasks within an enitity to display in a mail merge? Regards Ian Tag: How to send email in CRM 4.0 Tag: 99834
  - 8
    - consolidating e-mail threads When you are automatically tracking CRM mail (either via the Mail Router or via Outlook), and when you have a lengthy back-and-forth exchange with a customer, the CRM tracks each of these emails as a separate activity in CRM. Has anyone run across a solution (ISV or otherwise) that will consolidate those activities into one activity? It would seem possible, especially if using the tracking tokens. Thanks Dave Ireland Tag: How to send email in CRM 4.0 Tag: 99833
  - 9
    - How to export Notes to Excel Hi all, I would like to export notes contacts with their associated notes. How do i do this in crm 4.0 as i dont see the notes column to add on my view? Thanks -- phumulaniluyandacollinlembede Tag: How to send email in CRM 4.0 Tag: 99830
  - 10
    - Need to move activities from one account to another CRM 3.0 Two companies have merged and we need to move all the contacts and activities from the one account to another existing account. Tasks and emails are created at the account level. I got the contact converted but cannot get the activity history converted. Any help would be appreciated. Tag: How to send email in CRM 4.0 Tag: 99812
  - 11
    - Records not being delete in CRM 4.0 We have records in several entities with DeletionStateCode = 2, but none of these records are actually being deleted. SQL Server agent reports that MSCRM_CONFIG.SiteWideCleanup (p_CleanupSiteWideNotifications ) and MSCRM_CONFIG.HardDelete (p_HardDelete) are running regularly without error. Does anyone have any idea how to start troubleshooting? Tag: How to send email in CRM 4.0 Tag: 99808
  - 12
    - History view under Account For email messages that are tracked in CRM from Outlook the description is showing HTML tags and all of the DOCTYPE info instead of the actual content. Is there anyway that we can get this to only display the actual text instead of HTML? Beyond changing the outgoing email type to text. Tag: How to send email in CRM 4.0 Tag: 99807
  - 13
    - CRM 4.0 Mail Merge Template - do not see Addin menu I created a new Word Mail Merge template in CRM 4.0. After saving the new template record, I used Create Template in Word to create a template and saved it as .xml on my desktop. I then attached this xml file to the template record. However, when I go to use it from Accounts view, I do not see the Addin menu in Word 2007. Thanks in advance. Tag: How to send email in CRM 4.0 Tag: 99804
  - 14
    - Tasks assigned to other user still appear under my activities I have several hundreds of calls to make as a result of a campaign activity, I would like to make a selection of these calls and assign them to another user, when I do so, these calls still appear on my list. Is there a way that I can have these calls disappear from my activities list? THank you Tag: How to send email in CRM 4.0 Tag: 99800
  - 15
    - 16934 from MSCRMdeletionservice Hello all, After several years of a rock solid crm installation we have recently begun to see this error 16934 from MSCRMdeletionservice Error: Deletion Service failed to retrieve tables for deletion. in the sql logs i then get the error "login failure for crmadmin" which is the account the deletion service runs under. I've noticed that the failure occurs for whomever happens to be logged in (generally its crmadmin) Ive triple checked the permission levels and all looks well. Nothing in the installation has changed since the error started occuring. Ive been struggling with this for a few weeks and am totally out of ideas... Can anyone suggest anything? Andy Tag: How to send email in CRM 4.0 Tag: 99796
  - 16
    - Follow up Phone Call Hi All, In CRM 3.0, I would like to have Recipient field carry over from Potential Customer field on Opportunity General tab once I create Follow Up Phone Call. Anyone has any ideas to do that even in explaination of technique or in coding? Thanks, -Toi Tag: How to send email in CRM 4.0 Tag: 99795
  - 17
    - Helppppp UNABLE TO RELAY from CRM to exchange !!!!!!!!!!!!!!!!!!!!! Hi All I have one problem as follows: I have CRM 4.0 with email router and Exchange 2003 on my network, I gave access to my exchange Relay from my CRM. All emails whit my domain @asasasa.com works fine, but when I send mail to outside email addresses like @hotmail.com it fails From CRM I typed Telnet port 25 hello mail from:dasdasd@asasasas.com rcpt to:test@hotmail.com Unable to relay Does anybody can help me ???? I will appreciate it. thanks Tag: How to send email in CRM 4.0 Tag: 99791
  - 18
    - CRM 3.0: Report icon disappeared Hi all, I am facing a major problem: The reports' icon for most of my users disappeared! A couple other people and myself are Admins and we can still access reports OK. The other users cannot see the report icon from the Accounts form, for example. When they access Reports under My Work, they get a blank form instead of the list of all reports. The only things I remember changing since it was last working are: - Rearranging most users in business units and changing which BU was parented by which. - I published the reports using VS2003 so now they are visible from http://crm-server/reports/ I don't know whether this affected the reports icon! Shouldn't it be visible regardless of security rights? Does BU assignment affect report visibility? Thank you, Mohamed Tag: How to send email in CRM 4.0 Tag: 99790
  - 19
    - import new tasks from CSV? Is it possible to import new tasks from a CSV? I have worked out how to modify tasks in a csv and import them in to modify the exisiting tasks,.... but is it possible to import brand new tasks? Regards Ian Tag: How to send email in CRM 4.0 Tag: 99779
  - 20
    - CRM 4.0 Oulook Client on citrix servers w/roaming profiles We successfully rolled out CRM 3.0 in this environment with a few registry changes for non-crm users in our org. We are now trying the same thing with 4.0 and I'm having no luck. The client installs just fine. In our dev envronment, the domain admin who installs it works great but any other user that logs in and sucessfully runs the configuration wizard, then opens Outlook receives an error stating "An error occured loading Micorsoft Dynamics CRM functionality. Try restarting Outlook. Contact your admin if error persists" If I click OK Outlook runs but without CRM. I restart Outlook and get the error it faild to start last time should I start in safe mode message. With 3.0 the instruction were sketchy, but with 4.0 they are nonexistant so I seem to be flying solo. Any assistance would be greatly appreciated. Thanks for your support. Tag: How to send email in CRM 4.0 Tag: 99778
  - 21
    - Mail merge does not work with the old records from CRM 3.0 I am stucked with one of the upgrade from CRM 3.0 to CRM 4.0. When i create a new accounts , mail merge works fine but when i use existing accounts from CRM 3.0 , then mail merge doesnt not work and come with the error "Record 1 contained too many data fields .....". Source does not even contain data with the old records . anyone have seen this behaviour ? Thanks /Aamir Tag: How to send email in CRM 4.0 Tag: 99774
  - 22
    - CRM4 calendar not working offline For a new CRM4 deployment we have enabled the internal CRM calendar for use within the Outlook client and Offline client instead of the usual Outlook calendar (it was enabled by editing the nav_calendar SubArea of the Sitemap to have Client="All" and AvailableOffline="true"). In the Outlook client and when online with the Offline client this works like a charm but when the client is offline the calendar comes up with a CRMException: "An unexpected error occured". Now I am wondering if perhaps internal calendar is perhaps not supported offline? -- Soeren Busch-Knudsen, Software Architect CDM A/S email: sbk@cdm.dk Tag: How to send email in CRM 4.0 Tag: 99773
  - 23
    - Convert LEad only when a task is completed Hi there, I would like to know if its possible to set a condition for a user to only convert the lead when the task associated with the lead is completed.At the moment the Lead can be converted regardless if the task is open /closed. Any ideas would be appreciated. Tx Thandiwe Tag: How to send email in CRM 4.0 Tag: 99772
  - 24
    - Madatory Field Dear All, Is it possibel to make a field mandatory for a user? If through javascript is there a generic format available Tag: How to send email in CRM 4.0 Tag: 99769
  - 25
    - Quote attributes cannot be erased Hi. I try to erase the "shipto" attirbutes. The CRM pops up an error message that the attirbute is required ---altough I pickedlisted it to be not required.---- Any other attempt to change anything is blocked by system. How do I remove these unrelevant fields (and stay with this system entity)??? Thanks Tag: How to send email in CRM 4.0 Tag: 99767
- Next
  - 1
    - mapping prime contact Hi. I have in the 'Contact' an attribute level {Prime, Secondary} for the contact person. I need to display the primary contact person in the lookup field on the Account entity, so the user does not have to dive into the TreeView to open the 'Contacts' in order to see the one who has the level=Prime attribute. How do I do that (the lookup in the Account entity is merely a caption and a 1:N relationship to the whole contact entity). Thanks Tag: How to send email in CRM 4.0 Tag: 99766
  - 2
    - Sending mails from a Quick Campaign Hello! After IÂ´ve created a Quick campaign with e-mail as an activitytype I would like to send the mail as easy as possible. The problem is that after the mail is created it appears under activity under the account. Then I have to manually go to the mail (under activity) and send it from there. That is ok if I have about five mails to send. But how will I do if I have 100 mails to send that IÂ´ve created from the quick campaign...? Tag: How to send email in CRM 4.0 Tag: 99765
  - 3
    - CRM 3.0 - Outlook online client slow at startup Hey, When opening Account or any other entity for the first time from the Outlook online client takes a while, sometimes more than a minute. After the records loaded the response of CRM is normal. Does anyone has an idea how to solve this? Thx. Tag: How to send email in CRM 4.0 Tag: 99763
  - 4
    - CRM-License Problem Dear all, I have 11 users in Microsoft CRM and I have tried to create more users. After I create a user, this user become disabled. So, I select on that user - More Actions - Enable, then I have got the error message as below: There are not enough licenses available for the number of users being enabled. The number of licenses available for users must be increased, or the number of users being enabled must be reduced. Anyone, could you please help me with this problem? I look forward to hearing from you. Thanks in advance. Yours sincerely, Susan Tag: How to send email in CRM 4.0 Tag: 99756
  - 5
    - CRM 3.0 - 4.0 and SQL 2000 - SQL 2005 Hi We have an environment where we are running CRM 3.0 on SQL 2000 on the SBS version(on the same machine). We want to upgrade to CRM 4.0 but on a new machine. Can someone please advise me the series of steps that i need to follow. I am not sure where to start. My guess is that I need to migrate the database from SQL 2000 - SQL 2005 first and then install CRM but how do i migrate from SQL 2000 to SQl 2005. I would really appreciate some expert suggestions here. Kind Regards Snow White Tag: How to send email in CRM 4.0 Tag: 99755
  - 6
    - Can I select Picklist Value in View to sort by name instead of val I have a picklist new_Company in a Custom Entity. When we select the Company in the Header of the View, the sort is by int Value, not by the Label (Company Name). Is this a problem because with the Custom Entity? I noticed the Case Type in Cases sorts Alphabetically, not by the Value. Any workarounds? Thank you! Tag: How to send email in CRM 4.0 Tag: 99751
  - 7
    - 4.0 Internet Facing Deployment Signin.aspx page targets wrong url (no I've set up an IFD and everything is working fine, except that "targeturl" parameter is missing the port number for the CRM website. When you open the CRM server external url in IE (https:// <organizationname>.<subdomain>.<domain>.com:5555/), you're redirected to this url: https://<organizationname>.<subdomain>.<domain>.com:5555/signin.aspx?targeturl=https%3a%2f%2f<organizationname>.<subdomain>.<domain>.com%2fdefault.aspx However, the correct url should be: https://<organizationname>.<subdomain>.<domain>.com:5555/signin.aspx?targeturl=https%3a%2f%2f<organizationname>.<subdomain>.<domain>.com%3a5555%2fdefault.aspx Notice that the correct url has "%3a5555" which is the port number. So after the user logs in, they are directed to https://<organizationname>.<subdomain>.<domain>.com:443 and not https://<organizationname>.<subdomain>.<domain>.com:5555 like they should be, and they get a 404, since the CRM server does not expose port 443 (another server routes all 5555 traffic to port 443 of the CRM server.) HOWEVER: if instead of using the url: "https:// <organizationname>.<subdomain>.<domain>.com:5555/" the user instead uses "https://<organizationname>.<subdomain>.<domain>.com:5555/ signin.aspx" then the user does not get the "?targeturl" appended to the address, port 5555 sticks to the url, and everything works fine. Anyone know how to fix this? How does the "targeturl" parameter get set? I'd like to avoid putting a forwarding page on port 443 of the exposed server to the appropriate signin page. Thanks, Phil Tag: How to send email in CRM 4.0 Tag: 99747
  - 8
    - Outlook client Visual C++ Runtime Error Hello all: I installed MSCRM v4 today and then ran the v4 upgrade on the client machine (only 1 user). All seemed well but now the user is getting an error, she gets a message box that says: Microsoft Visual C++ RunTime Library Runtime Error! Program C:\Progra~!\Micros~1\Office11\Outlook.exe Abnormal program termination Has anyone seen this before and know how to fix it? Thanks! John Tag: How to send email in CRM 4.0 Tag: 99737
  - 9
    - Hide Navigation bar entry when an associated record does not exist I have the following code to hide a navigation bar entry. document.getElementById("navSubConts").style.display = "none"; This code works very well. But want I need to do is hide a navigation bar entry only if there are not records assoicated with the record I am in. For instance, if I am in an account and there are not opportunities for that account, I don' t want to see the opportunities entry in the navigation bar. Is this possible? Thanks Tag: How to send email in CRM 4.0 Tag: 99725
  - 10
    - M:M Relationships (self joins), and the names on the form Hi all, I want to create a M:M relationship between Contacts. We will be storing Patients and Doctors as Contacts, and want to create a M:M self-join between them, as a Patient can be seen by many Doctors, and Doctors can see many patients. I created the M:M, and gave it what I thought would be good names, but they show up on the Contacts Detail as both with the name "Contacts"... Is there any way to fix this, or do I have to make one of these two a custom entity? Thanks a lot, Dave Tag: How to send email in CRM 4.0 Tag: 99724
  - 11
    - Any news/documentation about installing MSCRM Outlook Client in a Hi everyone, is there any news or documentation about installing the Clients in a Citrix 4.0 environment? Is that support or is only version 4.5 as reportes in some blogs compatible with MSCRM 4.0 ?? Thanks for any answer! Best Regard, Ronny_CRM Tag: How to send email in CRM 4.0 Tag: 99722
  - 12
    - Outlook Error Hi everyone, I am getting the following error in my outlook "Outlook experiences a serious problem with the 'microsoft dynamics crm' add-in.If you have seen this message multiple times, you should disable this add-in and check to see if an update is available.Do you want to disable this add-in?" Any help will be greatly appreciated. Thanks Karthik Tag: How to send email in CRM 4.0 Tag: 99720
  - 13
    - Email Router Hi All I have one problem I have CRM 4.0 with email router and Exchange 2003 on my network, I give to my exchange Relay acces from my CRM. All Mails whit my domain @asasasa.com its works fine, but when I send mail to outside @hotmail.com fails From CRM Y type Telenet port 25 helo mail from:dasdasd@asasasas.com rcpt to:test@hotmail.com Unable to relay Does any help Me ???? thanks Tag: How to send email in CRM 4.0 Tag: 99718
  - 14
    - Problem in using SQL 2005 on 64 bit machine. Microsoft has released demo data for crm 4.0 https://www.microsoft.com/downloads/details.aspx?familyid=D5F77EE7-3D01-4944-B5DC-C8CDC8123DF4&displaylang=en However, to import it, it requires the data migration manager: http://www.microsoft.com/downloads/details.aspx?FamilyID=6766880a-da8f-4336-a278-9a5367eb79ca&DisplayLang=en At the moment, we do not have the Data Migration Manager installed on any system. Client had an issue when the database is on Sql 2005 64bit machine. Is there a way to resolve this issue or a work around? Tag: How to send email in CRM 4.0 Tag: 99713
  - 15
    - CRM External connector Dear All, CRM comes with an "external connector" whose purpose I have yet to understand. Have any of you used this connector and if so what is it for? Tag: How to send email in CRM 4.0 Tag: 99707
  - 16
    - disable system entities Hi, How do I make system entites vanish from the main panel (the left TreeView)? For example, I want that marketing module will not show the "Lead" entity. When I try to customize system enetites, the check boxes that are responsible for displaying the entities in modules and myworkarea are dimmed (disabled). I also want to have the oppertunities displayed in the marketing module (again the check boxes are dimmed) I have all the credentials for customization. Tag: How to send email in CRM 4.0 Tag: 99702
  - 17
    - Invoicing a contract Hi, Within our organization we are now starting to use the contracts feature in CRM 3.0 However, we are experiencing some difficulties with actvitating some of our contracts. To activate a contract, you must first 'invoice' the contract. With some of our contracts this doesn't seem to be a problem at all and their status turns from 'Draft' into 'Active'. With most of our other contracts we get the following error message: --- Contracts Error The contract address is missing. You need to add an address before this contract can be invoiced. --- We can't seem to activate those contracts. When we try to fill in the Contract Address, it's not even possible to select such an address! The 'Bill To' address is filled in properly. - What address is CRM asking for? - How can we make sure that we can select such an addres from our look up field? If we compare the data that was filled in on the 'Active' contracts it doesn't seem to differ at all from the 'Draft' contracts we can't seem to activate. Does anybody know what we should do or how we can fix this? Any help would really be appreciated! Thanks! Tag: How to send email in CRM 4.0 Tag: 99701
  - 18
    - Outlook 2007 client for Vista doesn't install I am having trouble getting the Outlook 2007 client (online only) for Vista to install. During installation, the verification step says that there is a pending computer restart. I'm sure that this is not the case, since I had not installed any software or updates since last restarting. Should I perhaps restart immediately prior to installing the client? And after the installation is complete? I did neither and just started Outlook. A dialog appearing saying that there is an error loading CRM functionality and to try restarting Outlook. I did that twice and the same error occurred both times. The "Microsoft CRM" data file only contained a Deleted Items folder during this time. Then I decided to remove that data file, which worked without error. I then removed the CRM add-in from Outlook, which also worked without error. Then I added the CRM add-in again, which worked without error. Then I tried to add a data file of type "Microsoft CRM" and immediately got the following: "An unknown error occurred, error code: 0x80040102. I looked in the folder "C:\Users\{user-me}\AppData\Local\Microsoft\Outlook" and saw no file containing anything remotely resembling the word "CRM". Shouldn't there be a CRM data file in there? If so, can I start with some sort of default, empty data file and go from there? Tag: How to send email in CRM 4.0 Tag: 99691
  - 19
    - MS Dynamics CRM 4.0 KNOWN ISSUES / BUG - Update Rollup 1? Hi all, Take 2 at this post as I mashed the keyboard on my last attempt and posted it half the way through! :) Wondering if anyone knows any timeline on Update Rollup 1. I have a few bugs in which when followed up with MS they have simply explained that it is a known issue and they will be realeasing an Update Rollup to address the bugs, mine included. They cannot provide a timeline and I have clients crucifying me over it. Some of the bugs have workarounds, but for sites with a lot of users OR for our hosted clients which are generally remote users that are geographically all over the place, means we need to do web meetings, for the ammount of users we have this will get extreemly tedious and take a LOT of time. Bugs off the top of my head: - Default view when you try to change has a star (signifing default view) against both views, the default and the newly selected one, e.g. Active Accounts and MyActive Accounts. - Synchronizing somtimes fails, if so add rule to contact data set, sync only when Birthday does not contain data. - When Assigning an Account record to a different user an error is recieved. - E-mails in your inbox may be tracked, but some users do not have "Double head" (tracked in CRM) icon. - Notes sporadically have spinning green circle (loading) stopping the ability to add notes or view created notes. - When moving your curser over activities in the Service Calender, the times in which the tool tip info displays is incorrect, e.g 1:25am to 1:55am for a Service Activity that was completed over timespan > 4:00pm and 4:30pm. - Service Calender defaults to incorrect day, date/time settings have been made on client and server but this issue and the one above both still have the problem. Thats all I can think of off the top of my head but I know there are a couple more. Question I have is do MS know about these? If so when are they going to be fixed? Is there going to be an Update Rollup of individual hotfixes to resolve these issues? Are our clients and I the only people having these errors? Are there more bugs to look out for?? Regards, Nathan Warner Tag: How to send email in CRM 4.0 Tag: 99681
  - 20
    - Unhandled Exception Error Can anyone direct me to where I can learn about how to read (understand) what the stack trace means? I did some customizations on the contact record and now I get the following every time I try to save a contact record. The parameter is incorrect. Description: An unhandled exception occurred during the execution of the current web request. Please review the stack trace for more information about the error and where it originated in the code. Exception Details: System.ArgumentException: The parameter is incorrect. Source Error: An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below. Stack Trace: [ArgumentException: The parameter is incorrect.] Microsoft.Crm.Platform.ComProxy.CRMContactClass.Create(CUserAuth& Caller, String Contact) +0 Microsoft.Crm.Application.Platform.Contact.InternalCreate(String xml) +31 Microsoft.Crm.Application.Platform.Entity.Create() +109 Microsoft.Crm.Application.Forms.AppForm.RaiseDataEvent(FormEventId eventId) +405 Microsoft.Crm.Application.Forms.EndUserForm.Initialize(Entity entity) +56 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity, String formId, String formType) +83 Microsoft.Crm.Application.Forms.CustomizableForm.Execute(Entity entity) +13 Microsoft.Crm.Web.SFA.ContactDetailPage.ConfigureForm() +238 Microsoft.Crm.Application.Controls.AppPage.OnPreRender(EventArgs e) +30 System.Web.UI.Control.PreRenderRecursiveInternal() +62 System.Web.UI.Page.ProcessRequestMain() +1499 Tag: How to send email in CRM 4.0 Tag: 99677
  - 21
    - MS Dynamics CRM 4.0 KNOWN ISSUES / BUG - Update Rollup 1 Hi all, Wondering if anyone knows any timeline on Update Rollup 1. I have a few bugs in which when followed up with MS they have simply explained that it is a known issue clients are crucifying me over and Tag: How to send email in CRM 4.0 Tag: 99676
  - 22
    - having issues Good afternoon! This is going to be a bit open ended and I am not able to provide too much in the way of information at the moment. I know, I know...I am worse than the end user who tells you that the system is broken and wants you to fix it. We have several clients who use Microsoft Dynamics CRM 3.0 and they are constantly complaining about the system "being slow" and the need for the MS Outlook Plugin to be reapplied. With one specific client there are some 75 users; the network is 10/100/1000 (may or may not mean anything) and the backend is MS Windows 2003 R2 with SQL 2000 SP4. I know that my collegues recently had to deploy a CRM Patch. So, with my generic description of the "problem" is there anything specific to CRM that I might check. I do not manage this client and have - outside of the Exchange 2007 installation - anything to do with this client. I just see all of the CRM 3.0-related tickets. Is this simply a matter of "troubleshooting 101" and going over the basic things? I do not have any experience with CRM 3.0 (or 4.0 for that matter). I am, however, pretty good at fixing things (just resolved a major issue that had been going on for six weeks and I have never seen the applications involved before!). We did not do the initial installation. We inheirited this client from someone else. I am simply trying to help out my colleagues as I have a better opportunity to spend some quality time with this than they do. Plus, I am considering CRM for one of my clients...... Thanks, Cary Tag: How to send email in CRM 4.0 Tag: 99671
  - 23
    - CRM 4 & AVAYA IP Office Integration I currently use CRM 3 with the Avaya IP office integration piece. I read in this forum that that interface does not work in 4.0. Does anyone know if it truly does not work or if it's just not "supported" Thanks, Lloyd Tag: How to send email in CRM 4.0 Tag: 99670
  - 24
    - Outlook offline reports not available I have setup most of my CRM 4 users with the Outlook client, which seems to work considerably better than that in CRM 3. However, when the clients are traveling and unable to attach to the Internet, the reports are not available. Is there any way to make the CRM reports available offline. The SQL database is loaded on each of the user PCs and everything else seems to be working just fine. Any assistance will be appreciated. -- Petej-Boston Tag: How to send email in CRM 4.0 Tag: 99668
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    - Guid showing in title bar I have a problem where the guid for an account shows in the title bar after the http://servername and before the account name when the account entity is opened. My test installation does not do this. I have tried modifying all kinds of browser settings to no avail. Also, I can't find any setting in CRM to control this. Does anyone know what causes this behavior? Thanks, Don Shields Tag: How to send email in CRM 4.0 Tag: 99664

Hello,

I just set up CRM 4.0 on a test box. I am trying to figure out how to send
an email. I was told that Exchange is no longer needed to handle email so i
dont have it installed. I would like to set it up to send from another
pop3/smtp server. please advise.

Thanks,
James

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Re: How to send email in CRM 4.0 by Peter

Peter
Fri May 09 21:45:40 CDT 2008

google Mike Lu - he has a video on how to use pop3

Pete

"James" <James@discussions.microsoft.com> wrote in message
news:E8D05B22-34D2-4D57-91A8-01EC2C100B0B@microsoft.com...
> Hello,
>
> I just set up CRM 4.0 on a test box. I am trying to figure out how to
> send
> an email. I was told that Exchange is no longer needed to handle email so
> i
> dont have it installed. I would like to set it up to send from another
> pop3/smtp server. please advise.
>
> Thanks,
> James

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