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8.6

MS CRM 3.0 questions

Asked by sammaell in CRM Software

Tags: authentication, client, credentials

When in the Outlook client, if you scrape an email into CRM, it gets moved to the right location if the email address matches an address already associated with a contact that exists in CRM. If the address does not find a match, it sits in the "all activites" area, and when you open it there is a message saying the address could not be resolved.

My question is, does CRM have the functionality to present some warning to the user who scraped the email, if the email doesnt match an existing contact? I would like to see the user scrape the email into CRM, if it doesnt match have something like a pop-up window appear with a message "email address " " does not exist within CRM" so that the user knows immediately that it didnt resolve. If CRM doesnt have this built in, how could this be accomplished?

Second, and it may well not be CRM related, when i launch CRM through the web client, i get a password/authentication request before hand, in which i have to put my domain credentials in, before it displays the CRM web client. I am logged into the domain as domain admin and my account is also a local admin on the CRM server, why is it asing me to authenticate again when i launch CRM web client?
[+][-]07/27/06 02:42 PM, ID: 17196853Accepted Solution

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About this solution

Zone: CRM Software
Tags: authentication, client, credentials
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Solution Provided By: dstanley9
Participating Experts: 1
Solution Grade: A
 
[+][-]09/25/06 11:35 AM, ID: 17594898Administrative Comment

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[+][-]09/30/06 12:45 AM, ID: 17633447Administrative Comment

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