Tip #978: Limitations in Voice of the Customer

Voice of the Customer is a great solution for customer surveys, offering a wide variety of survey question types. But before you deploy it, it is important to understand the limitations and validate that the way you are going to use it fits the tool. Licensing: Full Voice of the Customer capabilities are licensed with Dynamics […]

Tip #976: Dynamics 365 Outlook App conversation tracking

Now that the Outlook client is deprecated, it is important to be aware of how the automatic tracking options work with the new world of Outlook App + Server-Side Synchronization. If you have your personal options set to track email messages in response to tracked emails in Dynamics 365, when a user tracks and sends […]

Tip #975: What is “user activity tracking” in Gamification

One of the new KPI’s introduced in the May 2017 update for Dynamics 365 Gamification is “user activity tracking.” According to the documentation, this KPI ” award(s) points based on a user’s activity in Dynamics 365.” This “circular definition” is not extremely helpful, as it doesn’t define the types of user activity that give users points in […]

Tip #974: Attachments vs. Documents

We have posted here about attachments, and we’ve posted about documents, and whether you should extract your attachments to Azure or SharePoint. But in these discussions, users can get confused, so in this post, I’m hoping to add some clarity to this topic. In my opinion, attachments and document management are two different use cases. […]