CRM 2011 on premise.
When we create a case we enter the email address of the person that reported the issue. We want to create a workflow to email them details of the case.
I want to specify the recipient as the value of the text field holding the email address of the person that reported the issue.
However, CRM will only let me set the recipient as an existing entity, such as the account email address, or the creator email address.
How can I send to the email address in the text field?
We have CRM 2011 on premise.
One of our users sees more cases in the Active Cases view in Outlook than they do in the Active Cases view in Internet Explorer. The Active Cases view is unmodified from the default. This has been going on for a few weeks.
All his synchronisation settings look ok. There are no errors in the CRM eventlog on his machine.
How can I investigate?
When our customers have a problem we usually connect to their server in order to investigate. Normally we use Remote Desktop or VNC for this. During this investigation I usually copy text between the server and my computer several times.
For one new customer we are using Remote Desktop and Citrix. The customer has disabled clipboard sharing "for security reasons". This will make supporting them rather difficult. (I don't just want to copy the odd word - usually it's large XML documents.)
I want to persuade them to enable clipboard sharing because it will mean we will be able to resolve problems for them much faster and without becoming extremely frustrated. I work better when I am not frustrated!
Is clipboard sharing over RDP insecure? We're allowed to transfer files to and from. Surely that's less secure than transferring text.
What can say to our customer to get them to enable it?