We are using MS CRM 4.0 Standard Edition On premise.
We have CRM users Internal Staff & External Staff. For Internal Staff we use CAL license.
The question is that we have unlimited External Staff User and we need to give Access for our On Premise CRM on Static IP.
We are thinking to use External Connector for the same. But going through MS Definition for the same
"The Microsoft Dynamics CRM 4.0 External Connector enables customers to extend CRM to their external users such as customers, partners and suppliers through any application/graphical user interface (GUI), other than Microsoft Dynamics CRM clients, on a per server basis. External Users means users who are not either you or your affiliates’ employees, or your affiliates’ contractors or agents."
Here, Other Than MS Dynamics CRM Clients means - External Users can't Access CRM Client as Internal Users.
Please guide on the same
Thanks
The distinction between "internal" and "external" users is not a question of where people work. Each distinct CRM user (meaning each user that exists in your systemuser table) counts against your "internal" user licenses, no matter how they connect to your CRM.
The purpose of the External Connector is to allow other applications to interact with CRM data; applications that are not being used by your own staff. Examples of this would be web shops or customer portals that could do things like updating contact/account data in your CRM upon customer actions in those applications.
Related
I use Power Automate based on a trigger to get data and access a contact list from CRM to send the information to.
The Power Automate no longer works as Microsoft has deprecated the connection between Power Automate and CRM.
Has anyone got an alternate solution to access CRM and send emails based upon a trigger?
Yes, Dynamics 365 Connector is deprecated but we have the replacement CDS connector like #jasonscript commented.
Dynamics 365 apps such as Dynamics 365 Sales, Dynamics 365 Customer
Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and
Dynamics 365 Project Service Automation, use Common Data Service as
the data source.
The Dynamics 365 connector is deprecated, but continues to work until
removed. More information: Dynamics 365 Connector is deprecated.
Do not use the Dynamics 365 connector for new flows. Use the Common
Data Service (current environment) connector whenever you can. If the
Common Data Service (current environment) connector does not fit your
needs, use the Common Data Service connector.
The Common Data Service (current environment) connector should be your
first choice because it provides the most capability and best
performance. However, it does not currently provide certain
capabilities that the Dynamics 365 and Common Data Service connectors
do, such as the ability to connect to multiple environments. The
Common Data Service connector provides the same capabilities as the
Dynamics 365 connector, but also provides substantially improved
reliability.
Read more
I have 17 different organizations of Dynamics CRM 2011. I want to create a user in one of them and then export/import that user to the remaining 16 organizations. I tried to use XRMToolBox, but i do not see an option for user transfer. Please assist.
I wanted to know if and how CRM For Outlook application (for the Outlook client) carries out synchronization of Appointments, Tasks and Contacts with CRM Online. I am also not sure if POP3/SMTP supports Appointments, Contacts or Tasks of any kind.
I Googled for this information but was not able to find desired information.
Kindly advised.
There are a number of ways to do this and there is documentation available, I suggest looking at the following:
Integrate your email system with Microsoft Dynamics CRM.
To store email and other messaging records in CRM, you need to
synchronize your email system with CRM. There are three ways to do
this:
Server-side synchronization
Microsoft Dynamics CRM for Outlook
Microsoft Dynamics CRM Email Router
You can also use server-side synchronization together with Dynamics
CRM for Outlook.
Outlook Synchronization in Microsoft Dynamics CRM
Overview of CRM for Outlook synchronization
Microsoft Dynamics CRM manages replication of information between the
central CRM database and the local data store on a computer running
Microsoft Dynamics CRM for Microsoft Outlook by using Outlook
synchronization and server-side synchronization.
Outlook synchronization
CRM for Outlook (also known as “the Outlook client”) supports Outlook
synchronization, which is synchronizing CRM contacts and CRM
activities to Outlook folders. Outlook synchronization enables Outlook
users to view CRM information, including contacts, tasks, phone calls,
letters, faxes, appointments, and email, within the Outlook interface.
Server-side synchronization
Starting with Dynamics CRM 2013, server-side synchronization is
available, which is used to integrate CRM with Exchange and POP3 or
SMTP-based email servers. This has benefits compared to using the
email router because it’s built in to CRM and doesn’t require a
separate component. It also has benefits compared to Outlook
synchronization by eliminating the load on clients.
I'm trying to set up our software development company on Dynamics CRM 2016. I've customized almost everything I need such as accounts, leads and processes. However, It still feels that the CRM is designed for company with tangible products and shipping, etc...
Is there a way to setup Dynamics CRM for professional service company rather than product company?
This is not correct.
You can perform many actions that a professional service provider business model contains. For example, you can create and/or schedule:
Phone calls
Tasks
Appointments
Emails
You can also use marketing module for your services. Campaigns and quick campaigns.
You can gather leads, work upon those unqualified leads and convert them to opportunities.
You can also record invoices for your services as your products.
And so on ...
And the best part is that Microsoft has provided so many customization and development options in Dynamics CRM that you can almost use the XRM platform to just manage any type of relationship management. So, you can customize or even add new entities and relationships to suite your particular business needs.
One thing to keep in mind: First, always try to map your business requirements on the existing CRM processes so that you can take advantage of the out-of-the-box provided processes and reporting.
Update
The deployment/set up procedure for Dynamics CRM is same for all business domain. However, you may customize and extend Dynamics CRM, put those extensions and customizations in one or more solutions and then import those solutions over the target instances.
Update
You may override product price on quote (for example) by double clicking the product grid record on the quote form. See below image:
We currently use Microsoft Dynamics CRM v4 on-premises. Our data warehouse guys use a direct database link to get access to the data. Is this same functionality possible if you go with the CRM 2013 Online / Cloud option?
If, like I suspect that it's not, what API's are available (if any) to achieve this (or some other method)?
I've searched a lot for this but found nothing.
Dynamics CRM Online doesn't provide direct access to the SQL database.
For interaction with the data is necessary to use the CRM Web Services, REST and SOAP endpoints.