Tip #956: Encryption error when configuring Dynamics 365 for Outlook

You try to configure Dynamics 365 for Outlook (legacy Outlook Client) against a sandbox organization that has been copied from production, but when you do, you get an encryption error. This error can be caused by restoring a copy of a production environment that has data encryption enabled and not restoring the encryption key. If […]

Tip #953: If Voice of the Customer installation fails

You try to install Voice of the Customer, but the installation fails repeatedly. What is going on? You are doing it wrong. Don’t just go to the Dynamics 365 instance picker, click solutions, and then install Voice of the Customer. First go to the Application tab of the instance picker, configure and approve the T&C’s […]

Tip #952: Why you should create records from cross-entity search results

In Dynamics CRM 2015 or later we have cross entity search. This allows users to search across multiple entities and displays the results on a single screen. If you don’t find the record you want, you can hit the + button. So when you are training users, should you train them to create new records […]

Tip #948: Alternate uses for Marketing Lists

One of my favorite classic features of Dynamics 365/CRM is the marketing list. While it is never on the top of anybody’s list of top features, and the legacy campaign features with which it is associated are long in the tooth, static marketing lists have some unique capabilities that give them utility outside of marketing […]