A client recently moved from a SPLA license to a Volume License (VS) license for CRM On Premises. They needed to replace their license key, but the Volume Licensing Service Center (VSLC) said a key code was not required for Dynamics CRM 2016. The answer is there still is a product key, but the volume […]
Recently Microsoft Teams added the ability to connect your Team channels to many other services. One of these available connections is Dynamics 365 (CRM). From your team channel, click the ellipses button and select connectors. From the CRM category, select Dynamics 365 (not those other guys) Log on to your environment and select the record […]
One of my favorite things about the Dynamics 365 Outlook App is the way that recipients are displayed in the app pane, and how easy it is to update or create contact records in CRM. This makes it very simple to identify when contact information is missing and validate that we have complete contact information […]
Someone recently asked me what I thought of someone adding 1,000 + business units to Dynamics 365. I told them it was a bad idea. Here’s why: Business units are like large granite rocks–they are designed to be permanent and infrequently moved. While users can be moved between business units, it is not a trivial […]
So you log into Dynamics 365 and open a record, like an account, and the activity tab of the social pane is blank. If this happens to you, clear your browser cache, then re-launch your browser, log in, and try again. If your activities are still missing in IE after clearing your browser history, try […]
Every fall when Apple releases new updates for their mobile operating systems, reviews like this one appear in the store: This has been an annual tradition, and has happened each year with IOS 7, 8, 9, and 10, and will likely happen whenever Apple releases iOS 11 this year. The first rule of administering Dynamics […]
Tipster note: I have submitted today’s post as a suggestion for the Dynamics team. Please vote for this idea here. And while you are there, submit a few of your own. Together we can make this Dynamics world a better place. In the recent “important changes coming to Dynamics 365” article, one of the deprecated items listed […]
Recently on the Dynamics CRM Facebook group, Rana Potter asked if it was possible to search within attachments from CRM. The winning answer came from Niran Belliapa: If you are using Dynamics 365 Online and have the December 2016 update you can use the Relevance search feature. You’ll find search results for text in a document […]
You move into a new CRM system and you found a cute new feature. You love that feature–it is your favorite feature, and you adopt it. I call these features “pet” features–features that are viewed as significantly more important than anything else in the application. Some examples I’ve seen in real-world deployment pets include Connections, […]
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 […]
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