To create a folder structure based on a specific entity, click the check box, and select an entity. Folders will be created on SharePoint in the context of your Microsoft Dynamics CRM records.
To configure claims-based authentication, all Web address settings must use https. You can set this value using the deployment ...
To connect Microsoft Outlook to your company's Microsoft Dynamics CRM server, enter the CRM server web address (you can copy ...
To connect Microsoft Outlook to your company's Microsoft Dynamics CRM server, enter the CRM server web address (you can copy ...
To connect Microsoft Outlook to your Microsoft Dynamics CRM Online organization, click Connect. If you want to connect Outlook ...
To create a folder structure based on a specific entity, click the check box, and select an entity. Folders will be created ...
To create a new organization, the wizard must remove the current organization {0}. After the wizard completes you will no ...
To create a new Report Wizard report, click Report Wizard. After the report is created with the wizard, you can modify the ...
To define or change the data filter for the report, click Edit Filter. To run the report with the current filter, click Run ...
To edit the snapshot definition or create a new snapshot, select the definition, and on the More Actions menu, click Schedule ...