If you have been a long-time reader of CRM Tip of the Day, you know that we have had a lot to say about delegate tracking, or the lack thereof, in Dynamics 365 with server-side synchronization. That’s why we are very excited about the announcement earlier this month of the new Outlook category based tracking […]
Filed under #CRMfeaturesweforgotabout Recently, we described some of the limitations of support for delegate tracking with server-side synchronization. There is one additional option that I neglected to mention that allows for the creation of appointments for other people from Outlook while using server-side synchronization, and may be another reason why you may not want to dump […]
tl;dr Delegate tracking of contacts and appointments does not work with server-side synchronization or with the new Dynamics 365 Outlook app. Read more Consider the scenario where the company owner, Ms. Bigwig, wants her appointments and contacts tracked in CRM, but she is too busy to maintain her calendar herself, so she has her assistant […]
There are multiple blog posts that describe the technical differences between Outlook Synchronization and Server-Side Synchronization, but what are the primary differences in the user experience? User can use folder based tracking. If using CRM online, users can use the new lightweight app. Activities will sync without Outlook running. Tracking/synching takes place in the background, […]
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