CRM Integration/Server Side Tab Missing

[TheoS]

I have upgraded our license to Enterprise but the CRM Integration Server Side is missing.
How do I enable this?

 

[Evolute IT]

You might need to refresh your license on the PBX under Settings > License or via the arrows on the Dashboard.

Also, this setting will be under Settings > CRM Integration.

 

[TheoS]

It was still saying standard on the PBX. I clicked to refresh and it worked!
Thanks!

 

[lewisduncan]

We have turned on server side sync between our Elements CRM on the web and Trade (O365) conditions. For most of our clients everything is working extraordinary. Arrangements are moving from CRM and appearing on client's Viewpoint Schedules. Anyway for a couple of clients, nothing is going over. At the point when those clients go to take a gander at the "Synchronization Settings for Standpoint or Trade", the "Client Channels" tab is vacant. At the point when we attempt to make another channel the new exchange springs up, we fill in the entirety of the data and snap save. As yet nothing appears in their rundown and nothing is matching up.

We downloaded the XRM tool compartment which permits us to pull up a client's channels. At the point when we pull up the channels for a client being referred to, it records the entirety of the channels we expected to see including the ones we made when we tapped the new catch. Appears as though there is some distinction.

 

[edossantos]

We have turned on server side sync between our Elements CRM on the web and Trade (O365) conditions. For most of our clients everything is working extraordinary. Arrangements are moving from CRM and appearing on client's Viewpoint Schedules. Anyway for a couple of clients, nothing is going over. At the point when those clients go to take a gander at the "Synchronization Settings for Standpoint or Trade", the "Client Channels" tab is vacant. At the point when we attempt to make another channel the new exchange springs up, we fill in the entirety of the data and snap save. As yet nothing appears in their rundown and nothing is matching up.

We downloaded the XRM tool compartment which permits us to pull up a client's channels. At the point when we pull up the channels for a client being referred to, it records the entirety of the channels we expected to see including the ones we made when we tapped the new catch. Appears as though there is some distinction.

I don't understand what you're trying to do. Are you using a custom template? Can you provide more details please?