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
CRM 4.0 offers the possibility to start your dashboard directly out of CRM. There are three options.
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.
Please note: Requires GC v4.61 or higher
There are four settings in the GC settings named