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"Trouble ticket from client side" RRS feed

  • Question

  • hi,

    Is there any built-in ticketting tools available in MS crm 4.0, that a customer can use to raise a problem token...??? 

    how can we provide communication between the customer and the CRM administrator???

    Thursday, October 28, 2010 12:46 PM

Answers

  • I think yours is IFD connection so modify the Connection Type = Online

    Jai Ho CRM http://mscrmkb.blogspot.com Skype - amol.gholap

    Mark as answer if a post has answered the question
    • Marked as answer by Jim Glass Jr Tuesday, November 9, 2010 6:35 PM
    Tuesday, November 9, 2010 11:38 AM

All replies

  • you can configure CRM to generate Automatic token for each case. When a case is created, you can configure a workflow which will send an email to Customer as well as Administrator with Case Token. Here is how you will configure token for case.

    Case Token

    Thursday, October 28, 2010 1:56 PM
  • Hi Amol Ghopal,

    Thanks for ur reply, can u please tell me wether we can use "demonstration tool" in online crm 4.0???

    if it works please give some guide lines... too,

    Monday, November 8, 2010 11:56 AM
  • Yes, you can use demonstration tool for CRM 4.0.

    You can download demonstration tool document & exe from below site :

    http://www.microsoft.com/downloads/en/details.aspx?FamilyID=634508DC-1762-40D6-B745-B3BDE05D7012

    The document contains enough information regarding demonstration tool.

     


    Jai Ho CRM http://mscrmkb.blogspot.com Skype - amol.gholap

    Mark as answer if a post has answered the question
    Tuesday, November 9, 2010 8:21 AM
  • Thank you so-much, for ur info Amol,

    But being newbyee I am confused in connecting the tool.. even in the document there is no clear picture adout connection.,

    what are the mandatory things to be filled in the connection dialog box,.

    I tried to use my crm url ID and my system admin password.. it is not working,. what is the exact procedure to be followed on connection..,

    CONNECTION TYPE:

    URL:

    USER NAME:

    DOMAIN:

    PASSWORD:

    ORGANISATION:

    if you help me out on this it will be really helpfull..

    Tuesday, November 9, 2010 9:23 AM
  • Here is how you will do it.

    Demonstration+Tools(4)


    Jai Ho CRM http://mscrmkb.blogspot.com Skype - amol.gholap

    Mark as answer if a post has answered the question
    Tuesday, November 9, 2010 10:09 AM
  • Amol Gholap,

    Could you pls guide me how to change logo and banner like you example img ? and give me your email address ?

    Regards

    Vinh Nguyen

    Tuesday, November 9, 2010 10:13 AM
  • I did it but still i m getting the error "connection could not be made. Please confirm your connection information"

    i am trying all the possible ways.. still ending up with error!!!

    Tuesday, November 9, 2010 10:33 AM
  • Send me your data which you are entering while connecting.

    BWT, you can edit banner using below link

    http://crmrepository.blogspot.com/2009/04/customizing-title-header-banner.html

     

     


    Jai Ho CRM http://mscrmkb.blogspot.com Skype - amol.gholap

    Mark as answer if a post has answered the question
    Tuesday, November 9, 2010 10:43 AM
  • http://www.flickr.com/photos/54883256@N06/5160520225/

    tis is my info which i feed in....

    this is th error message i get...

    http://www.flickr.com/photos/54883256@N06/5161130482/

    please help

    Tuesday, November 9, 2010 11:26 AM
  • I think yours is IFD connection so modify the Connection Type = Online

    Jai Ho CRM http://mscrmkb.blogspot.com Skype - amol.gholap

    Mark as answer if a post has answered the question
    • Marked as answer by Jim Glass Jr Tuesday, November 9, 2010 6:35 PM
    Tuesday, November 9, 2010 11:38 AM
  • its completely online Amol, no IFD setting's.. i am using online 30 days online trial version..
    Wednesday, November 10, 2010 4:21 AM
  • Hi Amol,  please help..

    I am done with setting up  IFD configuration and the DNS is resolved, now i want to access my crm 4.0 outside our organisation.. using internet explorer..

    but when i type "https://<organisation>.domain.com" in a web browser it is showing an error..

    "1. hosting for this domain is not configured
    or
    2. there's no such domain registered"

    i should get crm 4.0 website accessible from internet,


    (prijil.p.s)
    Wednesday, December 15, 2010 7:23 AM