The CRM Notifications Accelerator is essentially a fancy name for adding RSS feeds to your Views in CRM. It provides a simple way of alerting new CRM records across your organization, without directly accessing CRM. This Accelerator adds key functionality that should be essential for Sales and Customer Service departments.
CRM Notifications Accelerator - context menu
A CRM user can now subscribe to an RSS Feed of their favorite View, as long as their security privileges allow it. For salespeople, this can be “My Open Opportunities” or “Hot Opportunities”. A CSR on the other hand would be more interested in a “My Open Services Cases” type of view. Marketing staff can also get into the game with an “Event Registration List” RSS Feed.
I downloaded and installed the small zip executable file at the link below. The install process was instant and pain-free. There are additional instructions for CRM in other languages, but it’s all spelled out nicely.
VPC Demo Image Note: if you install the Accelerator on the CRM VPC demo image that Microsoft provided, it will use the default messy ISV config file that was loaded with pre-configured test buttons and menu items. This was included to assist the developers who are experimenting with the Microsoft CRM SDK Kit.
This Accelerator installs a context menu on the Application Window. A CRM user can “Subscribe to the Current View”, or manually choose the RSS Feed subscription. Once the user subscribes to a particular view, the RSS Feed will display in another browser window. If the user that this point clicks on the “Subscribe to this Feed” link, it would be added automatically to Outlook! Great for the CRM-phobic types who prefer to never leave Outlook (here’s looking at you, Mr. Old School Salesguy).
CRM RSS Feed in Outlook
In conclusion, I would highly recommend installing this Accelerator. It adds useful bonus functionality to your existing CRM 4.0 system that every user would appreciate.
Hello,
I’ve downloaded this on a CRM 4.0 server which is installed on a Windows Server 2008. I receive this error message:
Insufficient Permissions
The logged-on user does not have the appropriate security permissions to view these records or perform the specific action.
Do you know what might be the issue?
Thanks!
Are you sure you have at least local administrator rights to that server?
Also, check if the user account you’re using has the CRM Administrator security role and is not restricted.
Hi,
I have the same problem.
Insufficient Permissions
The logged-on user does not have the appropriate security permissions to view these records or perform the specific action.