This tip of the day comes to us from Alexandros Miaris. (And you can send us your tip to jar@crmtipoftheday.com. After a recent upgrade to Dynamics 365, we received the “metadata contains a reference that cannot be resolved” error message when trying to connect to Dynamics from the latest version of the Scribe Insight Workbench. This […]
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 […]
This post comes from guest tipster Jerry Martin: A little fun…..We had a client ask a question about adding sound to events on CRM. While I am against having sound in an application as a rule, it intrigued me to see if it was even possible. What I found was that you can create or […]
One of the first questions I get when talking about gamification is “can I use it in multiple organizations?” Say you have a training sandbox and a Production Dynamics 365 Online org, can you install it in the training environment? The answer is no. As explained near the top of the official documentation, Gamification currently can […]
In CRM 2013 – Dynamics 365, subgrids do not have the “Export to Excel” button, but you can click the “pop out” button on the subgrid to open the full associated view, from where you can export to Excel. However, what if your subgrid is filtered by a different view? Let’s say you have 20 […]
User of the Dynamics 365 App for Outlook asks: Is it possible to track a contact from the app? I see the Dynamics 365 button on emails and appointments, but not contacts. How do I track a contact? If you read the user guide, there is an add-in deployed when you install the Outlook app […]
In tip 876 Jerry “I ski on water because there are no hills in Kansas” Weinstock gave us a simple rule about when to use CRM workflow and when to use Microsoft Flow. Assume for a moment that Microsoft Flow didn’t exist. Can you do what you need to do in CRM with the built-in workflow engine? If so, […]
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 […]
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 […]
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 […]
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