1. How do I setup Microsoft Outlook 2007?

2. How do I setup Microsoft Outlook XP, 2002 or 2003?

3. How do I transfer over old emails to my new account?

4. How do I modify the ISV config file in Microsoft CRM 4?

5. Who do I contact for work requests?

6. How do I add a website?

7. How do I install my new Digisist phone?

8. Can you give me an example of a professional company greeting script?

9. How do I check my Exchange email using a web browser?

10. How do I access the Control Panel?





1. How do I setup Microsoft Outlook 2007?

  1. In Outlook, select Tools / Account Settings.
  2. On the Email tab, click the New button.
  3. Check the Note “Manually configure server settings or additional server types” checkbox.
    Manually configure server settings or additional
  4. Click the Next button.
  5. Click the Internet E-mail button.
  6. Click the Next button.
  7. Enter the following information:
    User Information
    • Your Name - Enter your first and last name. This is the name that will appear in the From field of messages you send.
    • E-mail Address - Enter your entire email address (e.g., myname@mydomain.com), using all lowercase letters.
    • Account Type - Note Select IMAP from the drop-down menu.
    • Incoming mail server - Enter the following server name: imap.sfusion.com
    • Outgoing mail server (SMTP) - Enter the following server name: smtp.sfusion.com
    • User Name - Enter your entire email address (e.g., myname@mydomain.com), using all lowercase letters.
    • Password - Enter the password for your email account.
  8. Check the “Remember password” checkbox, if you want Outlook to check for email without prompting you to enter your password.
  9. Click the More Settings button.
  10. Click the Outgoing Server tab.
  11. Check the “My outgoing server (SMTP) requires authentication” checkbox. Leave the default setting to, “Use same settings as my incoming mail server.”
    My outgoing server (SMTP) requires
  12. Click the Advanced tab.
  13. Select SSL from both drop-down menus labeled Turning On Server Authentication (Important!) “Use the following type of encrypted connection.”
  14. Enter the following information:
    Port Setup
    • Incoming server (IMAP): 993
    • Outgoing server (SMTP): 465 Note If you are unable to use port 465, try using the following alternate SMTP ports: 587 or 8025
  15. Click the Folders tab.
  16. Click the “Choose an existing folder or create a new folder to save your sent items for this account in” button.
  17. Locate and select the folder in which you want to save your sent email. (Or, to create a new folder, click the New Folder button.)
  18. Click the OK button.
  19. Click the Next button.
  20. Click the Finish button.
  21. Click the Close button.

*** NOTE ****

Outlook’s Test Account Settings tool will often indicate that the connection was not successful, though your settings are correct. Please disregard the Test Account Settings tool.


Note If you are using a different version of Outlook, see:


Note OR, if you need to transfer over old email to your new account, see:

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2. How do I setup Microsoft Outlook XP, 2002 or 2003?

  1. In Outlook, select Tools / E-mail Accounts.
  2. Click the Add a new e-mail account button.
  3. Click the Next button.
  4. Do one of the following:
    • To use a POP3 server, click the POP3 button.
    • To use an IMAP, click the IMAP button. Note IMAP is recommended
  5. Click the Next button.
  6. In the Internet E-mail Settings window, enter the following information:

    7. User Information Section User Information Section

    • Your Name—Enter your first and last name. This is the name that will appear in the From field of messages you send.
    • E-mail Address—Enter your entire email address (e.g., myname@mydomain.com), using all lowercase letters.

    Logon Information Section Logon Information Section

    • User Name—Enter your entire email address (e.g., myname@mydomain.com), using all lowercase letters.
    • Password—Enter the password for your email account.

    Server Information Section Server Information Section

    • Incoming mail server (POP3 or IMAP)—Do one of the following:
    • If you are using a POP3 server, enter the POP3 server name: pop.sfusion.com
    • Or, if you are using an IMAP server, enter the IMAP server name: imap.sfusion.com
    • Outgoing mail server (SMTP)—Enter the SMTP server name: smtp.sfusion.com
  7. Click the More Settings button.
  8. Click the Outgoing Server tab.
  9. Check the My outgoing server (SMTP) requires authentication box.
  10. Click the Use same settings as my incoming mail server button.
  11. Click the Advanced tab.
  12. In the Outgoing Server (SMTP) box, enter the default outgoing port 587 or the alternate port 8025.
  13. Click the OK button.
  14. Click the Next button.
  15. Click the Finish button.

*** NOTE ****

Outlook’s Test Account Settings tool will often indicate that the connection was not successful, though your settings are correct. Please disregard the Test Account Settings tool.


Note If you are using a different version of Outlook, see:


Note OR, if you need to transfer over old email to your new account, see:

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3. How do I transfer over old emails to my new account?

Install the PST Backup tool

  1. Exit Outlook.
  2. Download Download the tool from the Microsoft Office Online site by clicking the Download link and following the instructions in the dialog boxes.
    Language To change languages, select a language in the Change language list, click Go, then Download.
  3. To start the setup program, double-click the Pfbackup.exe program file on your hard disk.
  4. Follow the instructions on the screen to complete the installation.
  5. Start Outlook.

Backup your Personal Folders

The Personal Folders file (.pst) that you want to backup must be open. If the file is visible in Folder List, then it is open.
  1. On the File menu, click Backup.
    2. Outlook personal folders backup
    1. Lists Personal Folders files (.pst) that will be included in the backup.
    2. Displays the last time a backup was completed.
    3. The Options button - Ignore this button: It is where you can set reminders for the backup, which Personal Folders files are included, and the file location where the backup is saved.
    4. You can open previously created backups.
  2. Click Options.
    3. Options for backups
    1. Selecting the reminder check box - Ignore this checkbox.
    2. Select the backup files check box for each Personal Folders file you want to backup.
    3. The file location is where your data will be copied to. Your original data will not be moved and changed. Once a backup is complete, you can use Windows Explorer to go to this location and see the backup file or copy it to removable media such as a CD, DVD, portable hard drive, or portable memory device.
  3. Change the .pst file name shown. Or, to select a different folder, click Browse, navigate to the location you want, and then click Open. Note The default file name and location where the .pst file is saved is shown in the File location box.
  4. Click OK.
  5. Click Save Backup. Note The items selected will not be backed up until you exit Outlook.

Setup your new Streamlined Fusion email in Outlook

Note Depending on your version of Outlook, use the following instructions:

Import old email to new account

  1. On the File menu, click Import and Export.
  2. Click Import from another program or file, and then click Next.
  3. Click Personal Folder File (.pst), and then click Next.
  4. In the File to import box, specify the path and file name of the .pst file you want to import.
    • On the View menu, click Folder List.
    • Right-click the top-level folder of the .pst file that you want to determine the location for.
    • On the shortcut menu, click Properties for <file name>, and then click Advanced. The location information will be displayed in the Path box.
  5. Choose one of the following:
    • Replace duplicates with items imported: Existing data will be overwritten with the information in the file being imported.
    • Allow duplicates to be created: Existing data will not be overwritten, and duplicates will be added to the current Outlook folder.
    • Do not import duplicate items: Existing data will be kept, and the duplicate information in the file will not be copied to the current Outlook folder.
  6. Follow the remaining instructions in the Import and Export Wizard.
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4. How do I modify the ISV config file in Microsoft CRM 4?

To change the isv.config complete the following steps:

  1. Log into CRM using a web browser. If you are unsure how to do this view this KB article: How do I login to my companies hosted Microsoft CRM?
  2. Next go to the Settings section.
  3. Click Customization on the left hand side.
  4. Click Export Customizations.
    Click Export Custimizations

  5. Select isv.config from the export customizations and press select export selected customizations from the action menu.
    Select isv.config from the export customizations

  6. Save the zip-file somewhere, unzip the xml and open it in any xml editor or notepad.
    Note NOTE: Always save a backup before doing any changes.

  7. When you have completed your changes just import the xml directly by selecting Import Customizations. Note Yes, it supports importing the xml file directly without zipping it first.
    sad

  8. If you have done your everything correctly, you should have no problem, if not, you might get an error.

Note To activate isv.config customizations on dedicated servers you have to "enable" these customizations from the web.config in the CRM web folder.

 

Here is the code in an empty/minimal isv.config.

<ImportExportXml version="4.0.0.0" languagecode="1033" generatedBy="OnPremise">
<Entities>
</Entities>
<Roles>
</Roles>
<Workflows>
</Workflows>
<IsvConfig>
<configuration version="3.0.0000.0">
<Root>
<NavBarAreas>
</NavBarAreas>
<!-- The main Global Menu Bar located at the top of all root level areas -->
<MenuBar>
<!-- Custom Menus that appear between the Goto Menu and the Help Menu -->
<CustomMenus>
<Menu>
</Menu>
</CustomMenus>
</MenuBar>
<!--
Application Level Tool Bar
-->
</Root>
<!-- Microsoft Customer Relationship Management Entities (Objects) -->
<Entities>
<Entity name="account" />
<Entity name="contact" />
<Entity name="lead" />
<Entity name="opportunity" />
<Entity name="list" />
<Entity name="campaign" />
<Entity name="campaignactivity" />
<Entity name="campaignresponse" />
<Entity name="incident" />
<!-- Case -->
<Entity name="quote" />
<Entity name="salesorder" />
<!-- Order -->
<Entity name="invoice" />
<!-- Custom Entities -->
<!-- <Entity name="new_myentity"/> -->
<!-- End Custom Entities -->
</Entities>
<!-- Microsoft Customer Relationship Management Service Management Customization -->
<ServiceManagement>
<AppointmentBook>
<SmoothScrollLimit>2000</SmoothScrollLimit>
<TimeBlocks>
<!-- All CSS Class mapping for Service activities -->
<TimeBlock EntityType="4214" StatusCode="1" CssClass="ganttBlockServiceActivityStatus1" />
<TimeBlock EntityType="4214" StatusCode="2" CssClass="ganttBlockServiceActivityStatus2" />
<TimeBlock EntityType="4214" StatusCode="3" CssClass="ganttBlockServiceActivityStatus3" />
<TimeBlock EntityType="4214" StatusCode="4" CssClass="ganttBlockServiceActivityStatus4" />
<TimeBlock EntityType="4214" StatusCode="6" CssClass="ganttBlockServiceActivityStatus6" />
<TimeBlock EntityType="4214" StatusCode="7" CssClass="ganttBlockServiceActivityStatus7" />
<TimeBlock EntityType="4214" StatusCode="8" CssClass="ganttBlockServiceActivityStatus8" />
<TimeBlock EntityType="4214" StatusCode="9" CssClass="ganttBlockServiceActivityStatus9" />
<TimeBlock EntityType="4214" StatusCode="10" CssClass="ganttBlockServiceActivityStatus10" />
<!-- All CSS Class mapping for Appointments -->
<TimeBlock EntityType="4201" StatusCode="1" CssClass="ganttBlockAppointmentStatus1" />
<TimeBlock EntityType="4201" StatusCode="2" CssClass="ganttBlockAppointmentStatus2" />
<TimeBlock EntityType="4201" StatusCode="3" CssClass="ganttBlockAppointmentStatus3" />
<TimeBlock EntityType="4201" StatusCode="4" CssClass="ganttBlockAppointmentStatus4" />
<TimeBlock EntityType="4201" StatusCode="5" CssClass="ganttBlockAppointmentStatus5" />
<TimeBlock EntityType="4201" StatusCode="6" CssClass="ganttBlockAppointmentStatus6" />
</TimeBlocks>
</AppointmentBook>
</ServiceManagement>
</configuration>
</IsvConfig>
<EntityMaps />
<EntityRelationships />
<Languages>
<Language>1033</Language>
<Language>1036</Language>
<Language>1031</Language>
<Language>3082</Language>
<Language>1053</Language>
</Languages>
</ImportExportXml>

And the one containing only one button:

<ImportExportXml version="4.0.0.0" languagecode="1033" generatedBy="OnPremise">
<Entities>
</Entities>
<Roles>
</Roles>
<Workflows>
</Workflows>
<IsvConfig>
<configuration version="3.0.0000.0">
<Root>
<NavBarAreas>
</NavBarAreas>
<!-- The main Global Menu Bar located at the top of all root level areas -->
<MenuBar>
<!-- Custom Menus that appear between the Goto Menu and the Help Menu -->
<CustomMenus>
<Menu>
</Menu>
</CustomMenus>
</MenuBar>
<!--
Application Level Tool Bar
-->
</Root>
<!-- Microsoft Customer Relationship Management Entities (Objects) -->
<Entities>
<Entity name="account" />
<Entity name="contact" />
<Entity name="lead" />
<Entity name="opportunity" />
<Entity name="list" />
<Entity name="campaign" />
<Entity name="campaignactivity" />
<Entity name="campaignresponse" />
<Entity name="incident" />
<!-- Case -->
<Entity name="quote" />
<Entity name="salesorder">
<MenuBar>
<!-- Custom Menus that you may add -->
</MenuBar>
<!-- The Account Tool Bar -->
<ToolBar ValidForCreate="0" ValidForUpdate="1">
<Button Icon="/_imgs/ico_18_debug.gif" Url="http://www.microsoft.com" PassParams="1" WinParams="" WinMode="0">
<Titles>
<Title LCID="1033" Text="asdf" />
</Titles>
<ToolTips>
<ToolTip LCID="1033" Text="Info on Test" />
</ToolTips>
</Button>
</ToolBar>
<!-- The Account Left Nav Bar -->
</Entity>
<!-- Order -->
<Entity name="invoice" />
<!-- Custom Entities -->
<!-- <Entity name="new_myentity"/> -->
<!-- End Custom Entities -->
</Entities>
<!-- Microsoft Customer Relationship Management Service Management Customization -->
<ServiceManagement>
<AppointmentBook>
<SmoothScrollLimit>2000</SmoothScrollLimit>
<TimeBlocks>
<!-- All CSS Class mapping for Service activities -->
<TimeBlock EntityType="4214" StatusCode="1" CssClass="ganttBlockServiceActivityStatus1" />
<TimeBlock EntityType="4214" StatusCode="2" CssClass="ganttBlockServiceActivityStatus2" />
<TimeBlock EntityType="4214" StatusCode="3" CssClass="ganttBlockServiceActivityStatus3" />
<TimeBlock EntityType="4214" StatusCode="4" CssClass="ganttBlockServiceActivityStatus4" />
<TimeBlock EntityType="4214" StatusCode="6" CssClass="ganttBlockServiceActivityStatus6" />
<TimeBlock EntityType="4214" StatusCode="7" CssClass="ganttBlockServiceActivityStatus7" />
<TimeBlock EntityType="4214" StatusCode="8" CssClass="ganttBlockServiceActivityStatus8" />
<TimeBlock EntityType="4214" StatusCode="9" CssClass="ganttBlockServiceActivityStatus9" />
<TimeBlock EntityType="4214" StatusCode="10" CssClass="ganttBlockServiceActivityStatus10" />
<!-- All CSS Class mapping for Appointments -->
<TimeBlock EntityType="4201" StatusCode="1" CssClass="ganttBlockAppointmentStatus1" />
<TimeBlock EntityType="4201" StatusCode="2" CssClass="ganttBlockAppointmentStatus2" />
<TimeBlock EntityType="4201" StatusCode="3" CssClass="ganttBlockAppointmentStatus3" />
<TimeBlock EntityType="4201" StatusCode="4" CssClass="ganttBlockAppointmentStatus4" />
<TimeBlock EntityType="4201" StatusCode="5" CssClass="ganttBlockAppointmentStatus5" />
<TimeBlock EntityType="4201" StatusCode="6" CssClass="ganttBlockAppointmentStatus6" />
</TimeBlocks>
</AppointmentBook>
</ServiceManagement>
</configuration>
</IsvConfig>
<EntityMaps />
<EntityRelationships />
<Languages>
<Language>1033</Language>
<Language>1036</Language>
<Language>1031</Language>
<Language>3082</Language>
<Language>1053</Language>
</Languages>
</ImportExportXml>

Note Need Microsoft Dynamics CRM 4.0 hosting for your business?

Streamlined Fusion offers unbeatable prices on hosted Microsoft CRM 4.0. Setup is free! And we have experts to help you transfer all your old data over; It couldn't be simpler.

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5. Who do I contact for work requests?

To ensure utmost quality and timeliness Streamlined Fusion now requires that all new work requests, small and large are sent to Work.Requests@SFusion.com

A project manager will then assign your request to a qualified staff member who will handle all contact from that point forward.

Please make note of this for all future requests.



You may also want to see: How do I get billed for work requests?

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6. How do I add a website?

  1. Log in to your control panel at http://cp.sfusion.com.
  2. Click on the "Websites & Email" section link in the left navigation bar.
  3. Select the Site Owner from the pull-down menu.
  4. Enter the Domain Name in the text box.
  5. Check the "I already own this domain. Set up website without registering or transferring the domain name."
  6. Click "Next Step."
  7. Select a Hosting Plan or Other Options.
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7. How do I install my new Digisist phone?

First determine what model of IP phone you have. Hint: It will say this on the front of the phone. Look for something like "IP Phone SPA941" OR "IP Phone SPA942". Now that you know the model, follow the corresponding instructions below:

SPA 941

  1. Find the end of the coiled phone cord that has the longer straightened end. Plug that end into the back of the phone base (phone symbol).
  2. Plug in the short straightened end of the handset cord into the jack at the bottom of the handset.
  3. Plug the supplied ethernet cable into the back of the phone base station where it’s labeled “WAN”.
  4. Plug the other end of the ethernet cable into your router, modem or switch.
  5. Plug in the power supply to a standard wall socket, and plug the other end into the phone base unit.



SPA 942

  1. Find the end of the coiled phone cord that has the longer straightened end. Plug that end into the back of the phone base (phone symbol).
  2. Plug in the short straightened end of the handset cord into the jack at the bottom of the handset.
  3. Unplug the ethernet cable that is plugged into your PC or MAC, then into the back of the base station where it’s labeled “WAN”.
  4. Plug the supplied ethernet cable into the back of the phone base station where it’s labeled “PC”.
  5. Plug the other end of the supplied ethernet cable back into your PC or MAC.
  6. Plug in the power supply to a standard wall socket, and plug the other end into the phone base unit.
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8. Can you give me an example of a professional company greeting script?

The following is a fictional script for a professional company greeting:

  • Thank you for calling ‘Company XYZ’, the leader in ‘Company XYZ Specialty’.
  • If you know your parties extension please enter it now.
  • For Sales press 1.
  • For Billing and Accounting press 2.
  • For Technical Support press 3.
  • To leave us a message press 4.
  • OR, press 0 to speak with the first available Customer Service representative.

To get a professional recording, refer to Can you have my company greeting professional recorded?

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9. How do I check my Exchange email using a web browser?

You can access your Exchange email account from any computer with internet access. Just open up your favorite web browser and follow these instructions:

  1. Navigate to email.sfusion.com
  2. Enter your email user name (format "FirstName.LastName")
  3. Enter your password.

*** NOTE ****

If you use NON-Exchange email, you would go to webmail.sfusion.com

For more information, refer to How do I check my email account using webmail?

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10. How do I access the Control Panel?

Accessing your website control panel by following these quick steps:

  1. Go to https://cp.sfusion.com
  2. You may see a security certificate warning. You must accept the certificate*.
  3. Enter your FTP username and password

From the control panel you can view your hosting limits, edit/add ftp and user permissions, create and manage email accounts, and access and configure your databases.

* Different browsers require different actions to accept security certificates. If you need help with this step, consult your browser’s help files or contact your Streamlined Fusion representative.

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