Tip #812: CRM Undo

Go back

Occasionally I get the question, does Dynamics CRM/365 include an undo/redo feature. While the application does not have an undo button, it does support the features of your operating system, and if that OS is Windows (any version), you can use the keyboard shortcuts CTRL+Z to undo, and CTRL+Y to redo. Note that this is […]

Tip #789: Disappearing Synchronized Contacts

Alien abduction

Yesterday I set up CRM for Outlook. My contact synchronization rule is set to get all active contacts (about 4,000), and yesterday they were all there, now today there are only about 600. I use Outlook synchronization. What should I do? Whenever I see weird contact synchronization behavior, such as contacts not synchronizing or synchronized […]

Tip #781: Where are my folders?

So you want to use folder tracking, but when you go to “Configure Folder Tracking Rules,” you don’t see any of your folders. Check your security role–on the “Business Management” tab, verify that the role has user-level create, read, write, delete, and append privilege for “Mailbox Auto Tracking Folder.” Also, verify that folder tracking has […]