Tip #1119: How is From resolved to Dynamics 365 record

Survey

Mini Truckstop Today we have a stop with two Vikings (different countries though): Jonas “The Shuffler” Rapp and Marius Agur Hagelund Lind Jonas – Question Recently we have found a new (?) problem at a customer, where emails are incorrectly “connected” to the wrong sender. By what rule/rules does Dynamics 365 chose which record to […]

Tip #1110: Don’t let your workflow emails go to waste

Garbage

What is your first reaction when you receive email like this one Let’s see. Comes from someone with the name “Workflow”, has attachment and no body text, and refers to financial matters (payment advice/invoice/quote). Delete? Delete! Out of curiosity I did peek into the email just to see what kind of nasty attachment they sent […]

Tip #877: Video Guide to Email Engagement in Dynamics 365 Relationship Insights

Email engagement

In this video we finish off our look at Relationship insights with the Email Engagement piece. We look at what is needed to make the functionality work in Dynamics 365, as well as create a tracked email with tracked attachment. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can […]

Tip #874: Update email subject or body with workflow

Sometime, somewhere you are going to want to update the subject line or body of an email after it has been sent or received with a workflow. If you do, your workflow will fail with the following error: “Cannot update subject or description unless email is in draft status.” To make your workflow succeed, have […]

Tip #601: Reliably send email in workflow

Sometimes, instead of a simple Send Email action in the workflow, it’s necessary to prepare the email in the workflow (Create Email action), perform some additional manipulations (like adding attachments) and then send it. To do just that, setting email status to Pending Send has been reliably working for everyone since CRM 2011. Until now. […]

Tip #586: Accessing CRM mobile signatures in Dynamics CRM

Raphael Moser sent the following tip to jar@crmtipoftheday.com (and you can do too!) This recent blog post shows how to use the new new signature control feature on mobile apps: http://www.dynamicscrmpros.com/microsoft-dynamics-crm-2016-new-signature-control-feature-phones-tablets/ The problem is only that you can’t show the created signature directly in crm web. The signature is saved as a data URI (someting like “data:image/png;base64,iVBOR…”) […]

Tip #581: Manually trigger mailbox synchronization

When you use Outlook Client synchronization, there is a button in Microsoft Dynamics CRM for Outlook that will force the synchronization to happen. If you use server-side synchronization, this button will no longer be available to you. For CRM On-Premises users, you will find SyncDiagnosticTool.exe in the Microsoft Dynamics CRM\Server\bin folder. Run this tool from […]