In the dashboard, you can change your layout and create or save your own views. In the layout menu there are 3 views:
Vertical View and
In the course of this blog article we describe how to use and configure the different views.
When you follow the guidelines in the AutoMerge Installation Guide, you’ll notice that this email is not sent automatically. To send this email, you have to create another worklow.
Please note that this only works when you have at least AutoMerge v4.65 installed
With version 4.64 you have the possibility to set up for each service activity a specific color. GroupCalendar setup will create automatically a picklist attribute on the service activity entity which is used for this feature. To activate color-coding for service activities, you have to add this attribute to the main form of the entity. The attribute is named ptm_colorcode with the display name Color and is predefined with 12 colors.
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.
To downgrade the KDTele-tools in order to use the previous event-model, simply donwload the downgrade package from:
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.