Category Archives: Microsoft CRM

WIF Error – Scribe CRM Adapter installation


Today I’d encountered the “Microsoft Windows Identity Foundation (WIF) is required…” error message while trying to install the latest Scribe Adapter for Microsoft Dynamics CRM v5.5 which supports connecting to Microsoft CRM 4.0, 2011, and 2013 plus CRM Online. I’d … Continue reading

Posted in CRM 2011, CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Integration, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Scribe Software | Tagged , | Leave a comment

How to Keep me signed in longer than 24 hours – CRM Online Web Client


If you are using the Microsoft Dynamics CRM Online Web Client on a PC and selected “Keep me signed in” during login – your login will be expired after 24 hours.  In which case the login prompt will appear again: … Continue reading

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How to Setup Document Management with SharePoint Online and Microsoft CRM Online (2013)


  Microsoft Dynamics CRM Online supports integration out of the box with SharePoint Online (part of Office 365) that enables you to use the document management capabilities of SharePoint Online from within Microsoft Dynamics CRM.  It enables you to store … Continue reading

Posted in CRM 2013, CRM Online, Document Management, Microsoft CRM, Microsoft Dynamics CRM, SharePoint List Component | Tagged , , , , , | Leave a comment

How to Setup Microsoft Office 365 and CRM Online Trial Outlook Client


Start by requesting a Microsoft Dynamics CRM Online Trial from this site Then login to the Microsoft Office 365 Portal using the same Administrator login created from the CRM Online Trial.  Navigate to “Purchase Services” and request the “Office 365 … Continue reading

Posted in CRM Online, Microsoft CRM, Microsoft CRM Installation, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, Office 365, Outlook Client | Tagged | Leave a comment

CRM 2013: How to remove Business Process Flow


Microsoft Dynamics CRM 2013 comes out of the box with three system created Business Process Flows, one for Case, Lead and Opportunity.  They are activated and ready for use. All existing CRM Cases, Leads, and Opportunities are defaulted to these … Continue reading

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CRM 2013 – How to include Contact’s Middle Name field in the Flyout


Microsoft Dynamics CRM 2013 allows an option for “flyout” – a composite field that displays the multiple fields that are associated with fields such as CRM Contact’s Fullname or Address.  In the case for Contact’s Name – it will display … Continue reading

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Update Rollup 1 (UR1) is available for CRM 2013 Online and On Premises


I’m happy to share that Update Rollup 1 (UR1) is available for CRM 2013 Online and On Premises.  If you are using the CRM 2013 Outlook Client (Online or On Premises) – I’d highly recommend that you install this UR1 … Continue reading

Posted in CRM 2013, CRM On Premise, CRM Online, E-mail Router, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, Outlook Client, Update Rollup | Tagged , , | Leave a comment

Microsoft CRM Outlook Client Options Error


I’d upgraded a Microsoft CRM Online user’s CRM Outlook Client to 2013.  I’d used the CRM 2013 Outlook Client install bootstrapper which automatically downloads the latest installation files.  It will also detect an existing CRM 2011 Outlook Client installation and … Continue reading

Posted in CRM 2011, CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, Outlook Client, Upgrade | Tagged , | Leave a comment

Microsoft CRM 2013 running on Microsoft Surface Pro 2


I was able to install the Microsoft Dynamics CRM 2013 Outlook Client  (version 6.0.0.809) on the just released Microsoft Surface Pro 2!  I’m running the Microsoft Dynamics CRM 2013 for Microsoft Office Outlook with Offline Access.  I can go offline … Continue reading

Posted in CRM 2013, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Mobile, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, Mobile, MS CRM, Offline, Outlook Client, Surface, Tablet | Tagged , , | 1 Comment