Setting our own View in CRM 2011

Setting our own View in CRM 2011

1)    Go to Settings

2)    Go to Customizations

3)    Click on Customize the system

4)    The following Table would open. Now in navigation, click on Entities select the required entity.

5)    Now Click on Views in Lead entity in Navigation Plane

6)    Then the following window will be opened, and then you need to give the name of your view and click on OK.

7)    Now in right side of the window, Click on Add Columns 

8)    Now Select the Required fields to be displayed in you view and click on OK

9)    Now the selected field will be displayed in window in Column wise. In Right side there are two arrows which are used to navigate these fields in our required manner

10)                   Now click on Save & Close button.

CRM integration with OUTLOOK

Integration of MS CRM in Outlook

CRM cannot be integrated manually so to integrate CRM in outlook we need to download CRM plug-in. The above link directs to the CRM plug-in for outlook.

Both the Online CRM and On premises CRM can be integrated in outlook.

http://www.microsoft.com/en-us/download/details.aspx?id=27821

The download is a self-extracting executable file. To start the download, click Download.

For 64-bit download file is “ CRM2011-Client-ENU-amd64 ”

For 32-bit download file is “ CRM2011-Client-ENU-i386 ”

When the File Download dialog box appears, click Save to save the file to your computer.

When you are ready to install the product, double-click the executable file, and then follow the instructions on the screen.

Now follow the following steps

1)   Open Outlook

2)   In menu bar CRM is shown click on it as shown in below screen shot

 

3) Click on Configure wizard

 

 

4)   Once you click on Configure MS CRM for outlook a dialogue box appears as shown below

In this dialogue box u can select your CRM either in Online or Onpremises.

In server URL you can select Online CRM or give the URL of On premises CRM.

On-line CRM

When we select online CRM then click on Test Connection button the above dialogue box appears. You need to enter your Online CRM username and corresponding password.

After completion of authentication of username and password then you need to give your organization name as shown below.

Then click on Ok automatically your CRM gets added to your outlook.

On Premises

For On premises you need to give the URL of the server name it is in form of

http://crm:5555/ERBrains

Server URL

The simple format is http://servername:5555

Then click on OK and automatically your CRM gets Synchronized to Outlook.