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Hosted Dynamics CRM 4.0 Quick Setup Guide

This guide will walk you through the process of setting up your CRM site, setting up users, and how to access your CRM site.

Please Note: If you also plan on enabling hosted Exchange email service, we recommend that you first enable your hosted Exchange mailboxes and then enable our hosted Dynamics CRM service. The hosted Exchange Quick Setup Guide can be found by clicking on the Setup Guide button in the dropdown menu of the Help button in the left hand navigation bar of your control panel.

Enable your CRM account

CRM1. You should be logged into your control panel using the email address and password included in the welcome email you should have already received. You can use your online control panel to enable your new CRM site, add users and integrate your new Dynamics CRM site with your Microsoft Outlook client.
2. Once logged in, click on the Enable CRM button in the left hand navigation bar.
You will be presented with the Enable CRM page, where you will be required to enter the following information (see image below):
3. Name your CRM site: The new site name you create will be seen by all users of your CRM site.
4. Subdomain for URL: The new URL you create will be used to access your new site and must be unique to your company.
5. CRM Types Selection: Select if you wish to use CRM in Online Mode or Online and Offline Mode. Online and Offline mode should be selected if CRM users will need to access customer data when Internet access is unavailable (for example: while traveling).
6. Currency Selection: From the drop down menu select which currency you prefer to use across your site.
7. Click Enable CRM to continue.

CRM

Please Note: The system may take up to 20 minutes to provision your new CRM site. During this time you will see the settings screen below. Should you wish to make site changes in the future, you can access this screen by selecting the CRM Settings button in the left hand navigation bar of your control panel.

CRM

Upon completion, you can find your newly created CRM site URL included under ACCESS Your CRM Site. Please Note: It is recommended that you access your new CRM site using an Internet Explorer browser.

Enable Users

CRM site users can be setup in one of two ways:

  • Enable an existing hosted Exchange email user for CRM
  • Setup a new user for CRM

Enable Existing Users

To CRM enable an existing hosted Exchange email user:

1. Click on the Users button in the left hand navigation bar of your control panel. Then click on the Actions dropdown menu associated with each user.
2. Select the CRM Enable text link in the Actions dropdown menu (as shown in the screenshot below). You will be asked to confirm this action. Upon confirmation, the user will be given CRM access.

CRM
Please Note: It may take up to 15 minutes to provide CRM access to each user. If a user still does not have CRM access after waiting at least 15 minutes please contact our technical support team.

Enable a new CRM user

To add a new CRM user:

1. Click on the Users button in the left hand navigation bar of your control panel.
2. Click on the Add CRM Users text link under Actions for �your company�. (See image below).

CRM
3. Enter the required fields (designated with a red *). All information entered at the time of user creation will be replicated to CRM.
4. Click Save Changes to create the user. Please allow up to 10 minutes for the changes to propagate to your CRM site.

Reminder: It may take up to 15 minutes to provide CRM access to each user. If a user still does not have CRM access after waiting at least 15 minutes please contact our technical support team.

Please Note: All newly provisioned CRM users will have default permissions. These permissions can be changed at any time from within your CRM site. You may notice a SharePoint icon next to CRM users. All CRM users will have SharePoint access built in.

Forwarding Emails from a Different Account

If you do not have a hosted Exchange email account but wish to forward your emails to your new CRM site to associate them with your contacts and customers, please follow the instructions below. The emails can then be seen in CRM as attachments to specific contacts and customers. To complete this step, a Rule must be created from within your Microsoft Outlook 2007 client.

1. From within Microsoft Outlook, click on Tools and select Rules and Alerts.
2. Under the E-mail Rules tab click on the New Rule button.
3. Highlight the option under Start with a Blank Rule that reads: Check Messages when they Arrive.
4. Click Next.
5. Click Next a second time.
6. A pop up window will then appear which asks"This rule will be applied to every message you receive. Is this correct?" Select yes.
7. A new pop up window will then appear which asks "What do you want to do with the message?" Check the box next to the option: "Forward it to people or distribution list as an attachment."
8. Enter the email address provided to you on the CRM Settings page under Forward Email as the target to which your emails should be forwarded.
9. Click Finish to complete the rule setup.
10. Click Apply to make the new rule active.

Please Note: If you wish to forward email to your new CRM site from more than one user, these instructions must be followed for each user.

Accessing Your New CRM Site

Please provide your users with their login username and password. They are now able to access your new hosted Dynamics CRM site from:

  • The Internet: Access your Dynamics CRM site from an Internet Explorer browser on any computer. Please Note: Internet Explorer is the only browser supported by Microsoft for Dynamics CRM.
  • Microsoft Outlook Online Access: Your Dynamics CRM site can be accessed through your Outlook client on your desktop using the CRM Outlook plugin. The Online Outlook Connector Guide can be found in Section D #2 of the Custom Support Center which can be accessed by clicking on the Help button in the left hand navigation bar of your control panel.
  • Microsoft Outlook Online/Offline Access: This option has the same functionality as the Outlook Online version, but allows users to sync the CRM site data with Microsoft Outlook to enable them to work offline while traveling or at a location with no Internet access. The CRM Outlook plugin must also be installed to activate the Online/Offline mode. See the Online + Offline Outlook Connector Guide in Section D #3 of the Custom Support Center.

Remember: Our Technical Support Team is also here 24x7x365 to walk through the setup process with you or answer any questions you may have. Our team is happy to assist with any site related, user provisioning or Outlook Connector Installation questions you may have. Please contact Microsoft directly with any other Dynamics CRM content related questions.

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