Can I do this task?

This task requires permissions that are found in all default security roles ( Defined sets of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. ) . More information about specific permissions and performing this task while offline:

If you have Microsoft Office Communicator 2007, MSN Messenger, or Live Messenger installed, you can send an instant message to any user, contact, or opportunity, or lead in Microsoft Dynamics CRM with an e-mail address and using one of the instant messaging applications listed.

Note You may need to add the Microsoft Dynamics CRM server URL to the list of Internet Explorer trusted sites for the online presence to display. See online Help in Internet Explorer for instructions.

Record types and columns that can display online presence

Contact records: Full Name Lead records: Primary Contact Opportunity records: Potential Customer All customer records: Users All customer records: Owner All customer records: Modified By

To access the Communicator menu, click the Online Presence Jewel .

• A green jewel indicates the person can receive an instant message and is available.
• A red jewel indicates the person is busy. You can send a message, but they may not respond immediately.
• A yellow jewel indicates the person is away or out of the office.
• A peach jewel indicates the person's online status is unknown. There are other communication methods available from the menu.

Enabling online presence

There are two ways to enable the online presence for a personal view. By adding the associated e-mail address for a user or contact, enables online presence on the related column. For example, adding the owner's e-mail column to a view, enables the presence on the owner column. See the list above.

If you do not want to include the e-mail column, you can also customize the view to enable online presence.

These two example procedures describe how to add a presence to a saved view. If you have the correct permissions, you can also edit a system view for an entity to enable the presence. More information:

To add an e-mail column to a saved view

In the list view you want to add online presence, click Advanced Find. In the Advanced Find form, click Edit Columns. In Common Tasks, click Add Columns Select one of the e-mail related checkboxes, for example: E-mail. Click OK twice. In the Advanced Find form, click Find. To save the view, click Back to Query, and then on the Actions toolbar, click Save As.

To enable the online presence on a column in a saved view

In the Accounts or Contacts area, click Advanced Find. In the Advanced Find form, click Edit Columns. Do one of the following: Select one of the columns that can display online presence, such as Full Name and then click OK. Select the column, and then click Change Properties. Select the Enable Presence for this column check box, and then click OK. To save your changes and close the dialog box, click OK. In the Advanced Find form, click Find. To save the view, click Back to Query, and then on the Actions toolbar, click Save As.