Tip #879: Merging duplicate Outlook contacts

Merge

If you use Dynamics 365 contact synchronization (either server-side or client-side), you will find yourself in situations where you have duplicate contacts in Outlook. This can happen when you reconfigure the Outlook client, other users create duplicates, or many other reasons. Contact duplication is also an issue when users first configure synchronization of contacts, and […]

Tip #878: Swiping in Dynamics 365 for Phones

In this video tip we talk about the differences between how Dynamics 365 for Tablets and Dynamics 365 for Phones navigationally swipe. Since the phone app does not include any animation when users swipe, some users have the perception that the swipe isn’t working or the app is unresponsive, then they leave negative reviews. In this video […]

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 #873: Can’t open records after Dynamics 365 upgrade

Can opener

After your CRM online environment is upgraded to Dynamics 365, some users are seeing the following message when trying to open records after the upgrade: As referenced in this Microsoft support article, the answer is to clear your browser cache. In Internet Explorer, the typical process to do this is to click Tools–Internet Options–under Browsing […]

Tip #872: Video Guide to Dynamics 365 Relationship Insights

Marriage breakup

In this video we look at the Dynamics 365 new Relationship Insights feature. We walk you through how to setup and configure several of the feature, including the Relationship Assistant, and the Auto Capture feature. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics […]

Tip #871: Switch from Dynamics CRM Online to Dynamics 365

Subscription notification

Starting July 1, 2017 subscriptions to Dynamics 365 licenses will be mandatory for renewing clients. Sometime after June 1, 2017 you will received an email that looks like the following. It’s time to start talking with your partner on selecting the correct Dynamics 365 license type. You can read more about the transition process at […]