Sergei Bespalov
Guest
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 Posted:
Wed Nov 09, 2005 1:02 am Post subject:
laptop client for an external user |
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Is there any workaround to get the following configuration for a laptop
client to work?
John Smith has an account in the crmdomain and in CRM - crmdomain\jsmith.
John's laptop is in the domain thirdpartydomain where John Smith has an
Exchange mailbox.
John is using Outlook for his jsmith@thirdpartydomain mailbox and needs to
have a CRM laptop client installed on the laptop.
John needs to have direct access to his jsmith@thirdpartydomain mailbox
(without having to log out of the laptop and log in as crmdomain\jsmith and
yet have
1. CRM folders/records available in Outlook and go offline in CRM?
2. Be able to promote e-mail/tasks/appointments to CRM activities
3. Be able to create new CRM tasks/appointments in the CRM Laptop client.
4. Be able to send CRM e-mail in the CRM Laptop client.
Is there a way to trick the system into this configuration (even if the user
would need to enter credentials when navigating to the CRM forms
additionally)?
We have more and more requests for enabling laptop CRM client for
distribution partners/agents of a CRM customer which immediately leads to
this scenario.
Thanks,
Sergei
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