Riva CRM Integration - Documentation and Knowledge Base
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Microsoft Dynamics CRM
Supported Microsoft Dynamics Versions
The following table lists the available Riva Dynamics CRM connections and the corresponding supported versions in Microsoft Dynamics CRM and Riva. Riva Dynamics CRM Connection Dynamics CRM Version Riva Cloud Riva...
Prepare Microsoft Dynamics CRM for Riva
WARNING: This article applies only to Microsoft Dynamics CRM 2011 or higher. If you plan to connect Riva to Microsoft Dynamics CRM 4 and 2011 up to and including Rollup 10 (RU 10), you need to use the procedures found in Prepare...
Create, Test, and Edit a Riva Connection to Dynamics CRM 2011+
NOTE: This article applies only to the Microsoft Dynamics CRM 2011+ connection. If you plan to connect Riva to Microsoft Dynamics CRM 4 and 2011 up to and including Rollup 10 (RU 10), use the procedures found in Create a Microsoft...
Microsoft Dynamics CRM Online: Connection Errors Explained
Issue When the Riva On-Premise Microsoft Dynamics CRM Wizard tries to create a connection to the versions it supports, several connection problem error windows may indicate that "Riva could not connect to Microsoft CRM. Please verify the...
Microsoft Dynamics CRM: Security Role Permissions Explained
(Applies to Riva Cloud and Riva On-Premise for Microsoft Dynamics CRM 2011+.) Issue The following error appears in the Riva Service Monitor application and in the crmex-log file: Error occurred deleting item: User does not hold...
Microsoft Dynamics CRM Online Connection URL
Contents: Create a Riva Dynamics CRM online connection, Configure Riva for EMEA or APAC Passport URL, and Most common connection errors. Create a Riva Dynamics CRM Online Connection Start the Riva Manager application. On the...
Dynamics CRM: Find the Organization ID(s) and Name(s)
To find the Microsoft Dynamics CRM organization ID(s) and name(s): Log in to Microsoft Dynamics as an admin-level user. Select the Sales tab and then the red Settings tile. To the left, under Customization, select...