Tip #482: Server Sync is required for the Outlook Preview App

If you enable the Outlook preview app, when you click “Dynamics CRM” in Outlook, you may see the following error: But wait, you say, I do have my mailbox configured for server synchronization for incoming emails! The secret is, you also have to have server sync enabled on your mailbox for outgoing email as well […]

Tip #479: Don’t track emails from automated sources

So you get the notification from Skype for Business that you have a voicemail. Track it in CRM so that the voicemail will be associated with the person who sent it to you, right? Not so fast. When you track an email from an automated source, such as voicemail notifications, the network scanner, or other […]

Tip #477: Exporting marketing list members to dynamic spreadsheets

One thing you may notice when on a marketing list record, the Export to Excel button doesn’t give you as many options as you are used to when you click it from the marketing list members view. No Excel Online option or Dynamic Worksheet. Does this mean that it can’t be done? Not necessarily, just not in […]

Tip #467: Bulk unblock the XRM Toolbox

If you have ever downloaded the fantastic XRM Toolbox, you will know that the .dll files need to be unblocked before you can use the application. Donna Edwards referred me to a PowerShell command suggested by Andre Margono that will bulk unblock all the files in the XRM Toolbox folder. The syntax goes like this: […]

Tip #465: Learn how Outlook and Exchange synchronization works

In Tip 435 we mentioned the old CRM 4.0 synchronization whitepaper as an “oldie” but still valuable whitepaper. Great news! This whitepaper has been updated. the all new “how it works” whitepaper. The CRM team has done a great job of documenting the way that synchronization works, including clarification on how deletes are handled, and […]

Tip #455: Upgrading CRM? Use server side Sharepoint

In case you missed it, with CRM 2015 update 1 (and later), server side SharePoint integration is supported for CRM online customers with SharePoint on premises. One additional detail you should not miss is that the grid control is now deprecated. This does not mean that it won’t work, but that it will be taken […]

Tip #441: Errors when sorting views on mobile

Recently Scott “Comandante Redlaces” Sewell noticed that when he was using CRM for Tablets and clicked on a view column to sort, the app returned an error. Thanks to Tanguy “Toolbox” Touzard’s suggestion, it was determined that the error was caused by having the view sorted by more than one column. After reducing the number […]