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 #879: Merging duplicate Outlook contacts

Merge

If you use Dynamics 365 contact synchronization (either server-side or client-side), you will find yourself in situations where you have duplicate contacts in Outlook. This can happen when you reconfigure the Outlook client, other users create duplicates, or many other reasons. Contact duplication is also an issue when users first configure synchronization of contacts, and […]

Tip #750: Better diagnostics for CRM for Outlook

Ultimate diagnostics tool

CRM for Outlook is one of the main components driving the adoption of Microsoft Dynamics CRM365. But it could be temperamental at times. SaRA, Office 365 Support and Recovery Assistant, that we mentioned previously, has been greatly enhanced and now includes the following features: Verifying CRM for Outlook is the same major version as your […]

Tip #728: Install CRM for Outlook using SCCM

Complicated control panel

When questions come all the way from Gustaf “Surströmming” Westerlund, some people including Gayan “Performance Wizard” Perera cannot keep still. Question According to Deployment and Administration Guide, it is not supported to install CRM for Outlook using System Center Configuration Manager for CRM Online or CRM 2016. Gayan’s SCCM Ultimate Guide We’ve used SCCM to […]

Tip #724: Stuck Lightweight Outlook App

Lightweight feather stuck in a cobweb

Scenario: A user initiates the installation of the Lightweight Outlook App in Dynamics CRM 2016, and it never finishes installing. If your Outlook App installation seems stuck after several hours or multiple days, the solution is to test and enable the mailbox for server side synchronization. After re-running the Test and Enable process, the lightweight Outlook […]

Tip #722: Add the number to your phone call records

Women Telephone Operators at Work

I cannot believe I’m writing an old tip from Gus “Niels Bohr” Gonzalez but it’s a suprisingly good one. When you create a phone call record in CRM, all information is right there, including who to call and what number to dial. Only one problem – CRM does not pop up reminders, that’s Outlook’s job. […]

Tip #670: If activities disappear, take this pill

Magic disappearance

We’ve had one of the users reporting a really bizarre issue – all his activities have simply disappeared from CRM. The user was synchronizing with Outlook and activities are still present in the mailbox with Regarding field empty. Thanks to Adam “Human Bing” Vero, the behavior is no longer a mystery but rather an annoying […]