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Microsoft Dynamics 365

Managing Email notifications in Microsoft Dynamics CRM Online 

For CRM 2015 org: For CRM 2013 org: For CRM 2011 org: Microsoft Dynamics CRM Notification Requirements For CRM 2015 org: Step 1:Login to your CRM organization (as shown below) Step 3: On the Settings page, click Settings drop down as shown below. From the given options, click Security Step 5: On the Users page,...

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New simplified experience to view and associate activities 

In Polaris and UR12 (opted-in) build Microsoft Dynamics CRM have enhanced experience around business interaction in a novel way. It enhances capability to get details of all customer interactions associated with abusiness record as a unified experience. In the CRM system, customer interactions are represented in the form of Activities i.e. Email, Phone Call, Fax,...

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How to Configure Microsoft Dynamics CRM 4.0 E-mail Router (On-Premise) with Microsoft Exchange Server 2010 

Update Rollup 8 for Microsoft Dynamics CRM E-mail Router (On-Premise) includes support for Microsoft Exchange Server 2010. In continuation to the blog titled “Configure Microsoft Dynamics CRM Online E-mail Router with Exchange Online”, this one explains the detailed steps required to setup Microsoft Dynamics CRM 4.0 E-mail Router (On-Premise) with Microsoft Dynamics CRM 4.0 On-Premise...

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Configure Microsoft Dynamics CRM Online E-mail Router with Exchange Online 

Microsoft has released the November 2009 update for the Microsoft Dynamics CRM Online E-mail Router which includes the support for Microsoft Exchange Online. This blog covers step by step instructions to setup the Microsoft Dynamics CRM E-mail Router with the Exchange Online system to process incoming and outgoing e-mails from the Microsoft CRM system. Introduction...

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Restricting Access to Microsoft Dynamics CRM Direct E-mail 

CRM MVP Joel Lindstrom, a Solutions Consultant for CustomerEffective, blogs about BI solutions. In Microsoft Dynamics CRM 4.0, when you open the Account or Contacts entity, you will see an e-mail button on the toolbar on top of the view.  This button allows you to select a group of contacts or accounts via a view...

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Rolling with the System Administrator Role 

I recently had a customer that wanted to run the Email Router as a user other than the System Administrator, offhand this seemed like an easy task.  The customer setup a new “Service User” and created a special “Service Role” that only had access to email related privileges.  Here is what the Implementation Guide says:...

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Troubleshooting the Microsoft Dynamics CRM E-mail Router 

This post will give you some steps and links to additional information on troubleshooting the different errors you may seen when clicking Test Access to test the configuration of the e-mail router. In order to troubleshoot the E-mail Router you will want to know what E-mail Access Configuration is set of your users. To find...

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Workflow E-mail Utilities 

Today we welcome guest blogger Jim Steger, developer, blogger, and writer for Sonoma Partners with this guest post. The new workflow functionality of Microsoft Dynamics CRM 4.0 opens new and exciting opportunities for developers and end users to easily create sophisticated business logic. However, sending alert-type e-mails is still one of the most common uses...

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Microsoft Dynamics CRM, Email correlation and smart matching 

What is correlation and why is it required. One of the important scenarios in email management within CRM is to have the incoming email get associated with the correct object it’s regarding to. Consider the scenario where you have created an email related to a case and sent to a customer. The customer responds to...

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Email router configuration XML file explained 

Hi. Many of you have wondered what the various settings in the email router configuration file ( a.k.a Microsoft.Crm.EmailAgent.xml) are. Some of them are pretty straight forward and some are not. In this blog I will try to describe them in detail. Microsoft.Crm.Tools.EmailAgent.xml This file contains the configuration settings for running email router. The file...

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