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Frequently in the various CRM forums, someone will ask a question about how to prevent getting duplicate contact records in their Exchange/Outlook contacts when using CRM for Outlook. There is no magic answer to totally avoid outlook contacts getting duplicated. One of the best things you can do is use server based Exchange synchronization rather […]
Tip #437: Should I create private notes in CRM?
Generally, no. Occasionally I will come across a requirement to allow for some CRM notes to be private and only readable by the person who creates them. In my opinion, this is generally a bad idea. In CRM 2013 and 2015, the user interface for notes does not allow users to open the note form. […]
Tip #435: Oldies but goodies
The Dynamics CRM team has done a great job of producing documentation for CRM 2015. The ebook and video library are top notch. But there are still some classic whitepapers that you should keep in your library. The following are my three favorite classic whitepapers that I still refer to on a regular basis: Offline […]
Tip #434: Recommended security for queues
CRM 2013 SP1 introduced private queues, but the private functionality only works correctly if your user security role permissions are set correctly. The recommended security role settings is: BU level read permission for queues Append To privileges for queues. If users still see other user’s queues or other queues that you don’t want them to, then set all […]
Tip #430: Read Only Users and CRM for Outlook
So you have users that have a read only/limited user access type. But you want to have them use CRM for Outlook to provide consistent user interface with your other users for consistency in your training and user documentation. The problem, however, is that the configuration wizard for CRM for Outlook requires write access to CRM […]
Tip #424: Convert activities to campaign responses
Today’s tip is from the “Stuff I used to know but forgot about” file. So you are making a phone call to a customer to follow up on an email that he received as part of a campaign. You want to see if he is going to register for your event. Wouldn’t it be great […]
Tip #417: Cancel waiting instances in style
We have posted multiple times about waiting workflows, and one of the big challenges surrounding them is that when you update a workflow definition, there is no way to cancel the waiting instances of the workflow in bulk. Also, jobs may go into waiting state if there is a condition that prevents the step from […]
Tip #415: When deleting email enabled entities
If you remove a custom entity that is email enabled (allowing it to be selected as email recipient), you may run into the following issue after the entity is removed. When going to an account and selecting the “Activity” tab of the activity/social pane, the following error appears The trace log will reveal an error referencing the OTC […]
Tip #413: Cached Exchange Mode
If I use Server Synchronization, do I still need to use cached exchange mode with CRM for Outlook? Yes–it is still required, even with server synchronization. When a user tracks an email in CRM for Outlook, the local Exchange cache is used.
Tip #411: The New Dynamics CRM LinkedIn Integration
LinkedIn recently released a new Dynamics CRM integration for LinkedIn Sales Navigator. This solution allows users to send InMail directly from Dynamics CRM and access company and profile data from CRM accounts, leads, and contacts. Download the managed solution Get the installation guide Read Bob Stutz blog post announcing the integration What you need to know […]