Outlook CRM Integration

Outlook Integration CRM Client Connection Issue in Windows 8

In general if we want to integrate CRM with outlook we need to download the CRM Client file. The CRM client file is shown when the CRM is on the above screen shot provides the CRM client.

Once we download the CRM Client then we have to run that CRM client, it Checks whatever the requirements for CRM gets downloaded.

Now at the time of synchronizing our account the error will be displayed as

“Cannot connect to CRM because we cannot authenticate your credentials MS CRM 2011 Outlook Client”

 This error occurs due to the following mistakes

1)   Improper time & Date settings

2)   Windows Firewall

3)   Improper installation of CRM Outlook Client

4)   Uncheck Windows Identity Foundation 3.5

1)   Improper Time & Date:

The time and date settings must be changed. The time setting should be in such manner that, both the PC’s and CRM’s time and date must be same.

2)   Windows Firewall:

Turn Off the Firewall

3)   Improper installation of CRM Client

In Windows 8 the CRM Client won’t properly install so we need to manually install each entity

First Install SQL CE 4 x64 then

Install SQL CE 3.5 x64 then

Install SQL CE 3.5 x86 then

Install Rollup 12 for client

Now install CRM Outlook client

4)   Uncheck Windows Identity Foundation 3.5

We have to manually set this option, so go to Control Panel

Now go to Programs and Features

Now follow the below screenshots

Go to Turn Windows features on or off.

Then a new window will pop-up as shown below

Now scroll down you will get an option named as Windows Identity Foundation 3.5. This option is unchecked so Check it and click on OK

Now Restart your Outlook and now add your CRM account to it.

Mapping of Option Sets in Workflow

Mapping of Option Sets in Workflow

Option Sets assigned in each Entity are local within Entity hence cannot be used to map to another Entity in Workflows/Dialogues. So Option sets need to be declared globally.

1)    To Declare an Option set go to Settings.

2)    Now Go to Customizations in the Left Navigation Plane

3)    Now Open the Customize the System.

4)    Then the following Window will open,

5)    Now go to Option Sets in the Left Navigation Plane.

6)    Now Create a new Option set.

7)    Now give a name to the Options Sets, Add options and give label to each option and save it.

8)    Now go to the entity form where this option set is required. Click on new field, the following window will open give the name of the field and in Type choose option sets.

9)    Now select “Yes” for Use Existing Option Set

10)    Now select your Defined Option Set from the given Options.

11)    Now Click on Save & Close button.

12)    Repeat the steps 8 to 11 for another Entity Form.

13)    Now in Defining Workflow/Dialogue both the entity form fields can be mapped as shown below screen shot.

 

Creating Reports in CRM 2011

Creating Reports in CRM 2011

Reports are the graphical representation of concerned data. It consists is the replica of the data in graphical manner.

1)   Go to Workplace in Navigation plane in CRM. The above screen shot provides the description.

2)   Now go to Reports in My Work in Navigation plane

3)   Now Click on NEW in the Ribbon bar

4)   The following window will open

5)   Now Click on Report Wizard

6)   The following window will open and select whether creating a New Report or Use an Existing Report from a lookup table and Click on Next.

7)   Now give a unique name to the Report, and give required description. Select any record from the option set for Primary Record Type and Click on Next.

Eg:- to create a report for leads select Lead from the option sets.

8)   Now give a condition so that you can get the required fields. It better to put a condition as Status active, then it will consider all the active records from a particular entity. The following screen shot can explain you.

9)   Now Click on Next the following window opens. Now select the required fields as columns. You can also use Navigation arrows to move the column left/right.

10)            Now select the required fields and click on Next. The following window will open. Here we need to mention about type of record whether in Table form or Table with Chart form.

Note: - For table with chart should contain one numerical Column.

Click on Next.

I have choose Table with Chart option

Now the following window will open

Here you need to select a field for X-axis, as Y-axis is for mandatory be a numerical column.

Now Click on Next.

11)            Now the Report is created, the following window will Display it Click on Finish

12)            Now Go to Reports in My Work in Navigation plane

Double click on the Report name which you have mentioned

The following window will open. Now Click on Run Report.

 

13)            Then the following window will be displayed as report generating

14)            Finally the Report is generated. You can export it as XML/CSV formats.