Knowledgebase

How to Create a CRM Organization
1. Log into the control panel at https://cp.ibspoint.com 2. Select Hosted Organizations 3. Select...

Configuration Guide (Quick Start)
Step 1.     Create your first CRM User: Skip this step if you have previously created users...

How can I add CRM to an existing user?
1.      Log into the Control Panel:   2.      Click Hosted Organizations:...

How can I change, assign or validate CRM roles from the Control Panel?
1.       Log into the Control Panel: 2.      Once logged in, locate CRM Users and...

How can I deactivate or delete my CRM site from the Control Panel?
1.     Log into the Control Panel. 2.     Click on Hosted Organizations, Select your...

How to Add a User Account
  (used for SharePoint Hosting and CRM Hosting) 1.     Login to your Control Panel via...

How to configure Internet Explorer to work with CRM
1.      Navigate to the control panel by going to the Start menu and then click “Control...

How to disable or delete a CRM user
1.     Log into the Control Panel.   2.     Locate and click CRM Users, then...

How to fix the missing Microsoft Indexing service (CiSvc) in Windows Vista
1.      Click the Start button or Windows key on your keyboard to access the Windows Start...

How to Install and Configure the Microsoft Dynamics CRM 4.0 Client
Part 1: Computer Install 1.     Download Microsoft Dynamics CRM 4.0 Outlook client (HERE)...

How to install the Dynamics CRM 4.0 Data Migration Manager
1.     Download Microsoft Dynamics CRM 4.0 Data Migration Manager (HERE) and save it to your...