Still within Internet Options, click the Advanced tab.Still from the Security tab, make sure that the Enable Protected Mode is not checked.** THIS STEP IS EXTREMELY IMPORTANT** Set User Authentication (last in the list) to Automatic logon with current user name and password.To disable, simply click the Disable radio button next to the setting. ** THIS STEP IS EXTREMELY IMPORTANT** The following settings should be DISABLED - 1) Allow Active X Filtering, 2) Use Pop-up Blocker, 3) Use Smart Screen Filter or Windows Defender SmartScreen, and 4) Enable XSS Filter.To enable simply click the Enable radio button next to the setting. ** THIS STEP IS EXTREMELY IMPORTANT** Now you will need to make sure that ALL settings are all ENABLED except those in the next step.Set the Reset To: drop-down to Low and then click the Reset button.Still within the "Security" tab, click the Custom level button.Make sure Required server verification (https:) for all sites in this zone is not checked.The CRM url is not already added to the Trusted sites list, click Add.From the Security tab, select Trusted sites and then click the Sites button.Skip to section 4 - Set Custom Level Security below.Click the Apply button to save changes.Site will list in the Websites field, click the Close button.Another Local Intranet dialog opens, enter the CRM url (for example, ) in the Add this website to the zone field and then click the Add button.
The Local Intranet dialog opens, click the Advanced button.Select the Automatically detect intranet network checkbox and click the OK button.From Security tab, select Local intranet and then click the Sites button.The "Internet Options" window should still be opened. Make sure "Every time I visit the webpage" is selected.Under the General tab, select Settings below the Browsing History section.Go back to the toolbar, and select Tools.From the Tools drop-down menu, click Internet options.Ģ - Set your Temporary Internet Files and Browser History Settings.Close all other open Internet Explorer sessions and then open the CRM.See our article I'm using Microsoft Word 2013 or 2016. Users using Microsoft Word 2013 or higher you will also need to adjust your Reading Mode. If you solely work in Services, you may now use Google Chrome for your browser.
NOTE: If you write or edit letters in the CRM you must use Internet Explorer. If you are using CRM 1.4 for the first time or have a new PC, you will need to adjust your Internet Explorer 11.0 settings.
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