Work with Integrated Instant Messenging

Can I do this task?

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 Online with an e-mail address and using one of the instant messaging applications listed.

Note You may need to add the Microsoft Dynamics CRM Online 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

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: Work with Views

To add an e-mail column to a saved view

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

Note

You cannot enable presence on columns for related record types, or on deleted columns.