Tips and ideas for MS CRM
This section contains tips for making your MS CRM and Email-Manager work better.

Disclaimer: The suggestions offered in the documents offered are only suggestions. These suggestions have only been tried on limited stand-alone systems. They are at your disposal at your own risk and delivered "as is". 

 

Adding email field

Add an email field that sends an email via your email system.

The reason for this work around is that MS CRM does not use the Exchange Server; this means that emails sent directly from MS CRM will not be shared.

Download the pdf here: Making MS CRM journalize emails

 

MiniDM blocks emails from Email-Manager

MiniDM - download manager (an add-on from IE7Pro) and Email-Manager(tm).

 

Q: When trying to open an email from a journal, the MiniDM blocks the email. What can be done to resolve the problem?

 

A:You have to disable the application. Follow these steps:

 

1: In MSIE go to Tools > Internet Options > Programs
2: Click the button Manage add-ons - a new window opens
3: Wait for the view to be populated
4: Disable the IE7Pro add-ons
5: Click OK to save and close.
6: Restart your browser.

 

This should solve the problem.

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