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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 […]
Tip #409: Make Tip #380 work for option sets
In tip 380, Adam Vero explained how to make a chart sorted by the aggregate sum or count. This is a great tip, except it didn’t work for one of my clients when the chart was grouped by an option set. Perplexed, I tweeted The CRM Chart Guy. He acknowledged that this was an issue, […]
Tip #408: “Value cannot be null” when configuring Outlook Client
Recently we found that users in a specific CRM environment could not configure CRM for Outlook. The error message returned by the configuration wizard was “Value cannot be null. Parameter name: String.” Client trace showed the following: >Failed to refresh entry. Exception Microsoft.Crm.Application.SMWrappers.InvalidOrganizationIdException: Invalid OrganizationId “e79c824a-fee4-40cf-9a2f-fb79112be8b6”. at Microsoft.Crm.Application.SMWrappers.ClientOrganizationContextFactory .Get(Guid organizationId) at Microsoft.Crm.Application.SMWrappers.ClientOrganizationContextFactory .Microsoft.Crm.IOrganizationContextFactory.GetOrganizationContext(Guid […]
Tip #406: The Mysteries of Sync
I received an email recently from a friend who is a brilliant genius, but even he was confounded by the apparently mysterious behavior of contact synchronization in CRM for Outlook. The following were the two mysteries, and their solutions. 1. Deleting contacts from Outlook appears to prevent them from being synchronized again. This is by […]
Tip #405: Convert Your SQL To FetchXML The Easy Way (or Cai)
Kingswaysoft has recently updated their SQL2Fetch Convertor Let’s say you are moving from CRM On premises to CRM Online and you want to update your reports to work with CRM Online, you can take the SQL query from your report, paste it in the SQL box and click the “convert” button to generate FetchXML. This […]