We have Microsoft CRM and have placed articles for our users to read. We have added key words to make the search easier on the articles. The problem we are having is the keyword search does not seem to work.
The only way we can see the posted articles is to do a subject search then pick a...
Hello:
We have discovered after creating all our contacts that we wish to add more information to the Contact Entity. We have created the fields and copied down all the Contact ID’s. We are wondering if it is possible in CRM to upload just the new fields from a .csv file. When we tried do a...
We have a web address of the Site and we are able to perform duties within the CRM. The problem only arises when we try and set up the Configuration wizard for the outlook client.
I have even tried putting in the numeric address of the CRM in the URL box without success.
We have currently moved our server from a in House Hosted server to a Virtual Server hosted off site. We installed the Outlook Client when we hosted the CRM inhouse. The Outlook Client worked well when we did this. About 6 weeks ago we migrated the CRM to a virtual server hosted off site. When...
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