When you use Outlook Client synchronization, there is a button in Microsoft Dynamics CRM for Outlook that will force the synchronization to happen. If you use server-side synchronization, this button will no longer be available to you. For CRM On-Premises users, you will find SyncDiagnosticTool.exe in the Microsoft Dynamics CRM\Server\bin folder. Run this tool from […]
When you configure server-side synchronization and test mailboxes, you might see mailboxes that never finish the test. This can happen if you try to enable too many mailboxes at one time. If that is the case, restart your asynchronous processing services, and the mailbox tests should complete.
One of my favorite tips for mailbox management and Outlook comes from a nearly decade old post by Scott Hanselman. Create a folder called “CC,” then create an Outlook/Exchange rule that moves emails where I am not in the To line to the CC folder. This leaves your inbox for things directly related to you, […]
When I evaluate a CRM environment that has been in use for several years, it is very common to see many active workflows for the same entities. For example, in this case there are multiple workflows for the appointment entity. The problem with this design is that with so many workflows triggered on create or […]
One fantastic time saving feature in Dynamics CRM is recently visited items. In CRM in browser, if I click the drop-down arrow by an entity tile, I will see the recently viewed records for that entity. But what if I’m using CRM for Outlook? There is not drop-down to display the recently visited records. But […]
One of the critiques of CRM Online is the cost of storage. When compared with SharePoint Online, DropBox, Amazon Web Services (AWS), or other online storage providers, CRM Online is more expensive. However, you need to consider the type of storage when comparing storage plans and prices. Neil “New CRM Release – New Country” Benson […]
One of the Easter Eggs in CRM Online 2015 Update 1/CRM 2016 are the ability to execute scripts when subgrids load. With this enhancement, CRM developers can set event handlers for the OnLoad event of the subgrid. Scripts can be used to: Get the current view selected in the view selector Change the view of the […]
Ivan Kurtev tells us not to use white (#ffffff) as a color for custom entities in CRM 2016. It causes navigation icons and relationship tiles in the mobile app to appear in glistening white, which is a fine color, that’s also the color of the font that the entity name is displayed on the relationship tiles, […]
So you build a view that includes money/currency fields, but when you run the view, all of the base currency fields are blank. If you want to see the value of the Base fields, add at least one non base currency field to the view.
As we mentioned last week, Dynamics CRM 2016 was released last week. But you may have noticed that some of the anticipated features are not there. The release preview guide has been updated with a revision summary on the last page. This table lists features which have been postponed. Some are postponed until a future […]