Tip #287: Prevent meeting notes from going to customers

sync pipe

I recently lead a webinar about the new features in CRM 2015, and one of the attendees asked a great question: “Is there anything new in 2015 that can prevent server synchronization from sending an update to meeting attendees when the description field is updated? Users record their notes in that field, and we don’t […]

Tip #269: Server Sync and View in CRM

track

Users have reported that after moving to Server Sync, CRM for Outlook no longer enables the View in CRM and Convert buttons for tracked activities. This is a known issue. The good news is Microsoft has recently published the KB article for Update Rollup 2 for CRM SP1, and this issue is slated to be […]

Tip #112: Beware of the impact of server sync on importing organization backups

Consider this scenario: You have server synchronization enabled in your Microsoft Dynamics CRM production environment. You back up a copy of your _MSCRM database and import in to your development server to create a refreshed development environment. After you import the organization and update the encryption key, the organization will immediately begin synchronizing with your […]