Tip #623: Contact export to Excel and full name field

With the new Excel export in CRM 2015 and later, if your view includes the Full Name field, when you export to Excel, your Excel spreadsheet will include three additional fields: First Name, Last Name, and Middle Name. The reason for this change is because all static worksheets are formatted for reimport now. This is […]

Tip #619: Solution compatibility

I recently gave someone bad advice–on the CRM Facebook group, someone asked if solutions could be imported from CRM 2013 to 2016. I was under the mistaken impression that the solution had to be imported from the current or previous version. However, as mentioned in the version compatibility section of the CRM SDK, solutions from 2013 […]

Tip #616: Duplicate activities in Outlook with Server-Side-Synchronization

If you use server-side synchronization and start seeing duplicate activities, such as tasks, inside of Outlook, that can sometimes happen if your mailbox is configured for server-side synchronization in multiple CRM organizations: During deployment, if you configure server side synchronization in UAT and then again in prod, without first disabling it in the first environment. The recommendation […]