In this webinar, our experts showcase a variety of demo use cases of how different components of the...
As you may or may not know, the Microsoft Surface Pro is Microsoft's professional version of their new tablet. It comes complete with an i5 Intel processor, 2 GB's of RAM, a full HD (1080) screen AND… Microsoft Windows 8 Pro! (Not RT!)
Not only is the Surface Pro one of the most productive tablets on the market today, but it is also one of the only tablets capable of running the 2011 CRM Outlook client. The web client also works with the full version of Internet Explorer.
There are, however, a few items that you will need to know prior to installing and configuring the CRM for the Outlook client.
This error can occur in hosted or on-premise installations of Microsoft Dynamics CRM 2011 using IFD/ADFS, but fear not, the resolution is quite simple.
Resolution: When you access CRM 2011 via the web, the authentication method uses the user@somewhere.com as your username. When you connect to a CRM organization through the CRM for Outlook configuration wizard, change the format to DomainUser_Domain when you are prompted for your credentials. (Note: Use only 20 characters or less for the user_domain)
So, for example, if my email address were Joseph.Smith@powerobjectsweb.com/stg, I would enter my user name as powerobjectsjoseph.smith_powerob
That's it!
And by the way...if you have a Surface Pro, you should check out our free Dynamics CRM companion app for Windows 8 tablets, Power8CRM.
Happy CRM'ing!
As surface Pro is new to me, this is great post. Thanks for sharing this information and also the installation and configuration of it.
I installed CRM 2013 for Outlook on the Surface, but I do not see any of the CRM buttons in the navigation ribbon as I would see on the desktop version. For example, I do not see the option to track an email. Please advise!
What is the biggest advantage of using Dynamics 2011 on the Surface Pro versus the ipad
Hi, is there a CRM 2013 outlook 2013 connector for Surface 2 RT