Tip #635: SaRA to help CRM

Gail, did we fix your problem?

Who is SaRa and why is she helping CRM? Not who but what. SaRA is the acronym for the Office 365 Support and Recovery Assistant which is a powerful diagnostic platform created by the Office team. In many cases, SaRA offers automated solutions that can fix problems for you. And now SaRa includes CRM diagnostics, […]

Tip #590: The list has not finished loading

In a recent deployment of CRM 2016 on premises, users started seeing an error message when setting regarding in the CRM Outlook client: The list has not finished opening. Try your request again.   All Binoogle searches found were forum posts saying that it had been fixed in CRM 2011 Update Rollup 10. This made me […]

Tip #588: CRM for Outlook Configuration Diagnostic

Here is the link to the updated CRM Online Outlook Client diagnostic wizard. The wizard has been updated to include recently discovered issues. The older troubleshooting wizard for both online and onpremise was here https://support.microsoft.com/en-us/gwt/10070 But it hasn’t been updated in a while. So if you are using CRM Online be sure to use the updated wizard […]

Tip #554: Recently Visited Items in Outlook Client

One fantastic time saving feature in Dynamics CRM is recently visited items. In CRM in browser, if I click the drop-down arrow by an entity tile, I will see the recently viewed records for that entity. But what if I’m using CRM for Outlook? There is not drop-down to display the recently visited records. But […]

Tip #548: 64-bit Office & CRM – Go for it!

In years past the common practice when CRM professionals were asked by clients about installing 64-bit Office, the answer was clear “Don’t do it!”. First off there was little compelling reason to install 64 Bit Office as the only real application in the suite that took advantage of it was Excel. That common thinking has […]

Tip #494: Outlook Sync Filters where are they?

Synchronization using Filters

Finding the spot where you can set the filters to determine the CRM records that are synched to Outlook or your Exchange folders isn’t as intuitive as it could or should be. When in Outlook and you go to File, CRM, you are presented with a screen which gives you the options to set the offline […]

Tip #465: Learn how Outlook and Exchange synchronization works

In Tip 435 we mentioned the old CRM 4.0 synchronization whitepaper as an “oldie” but still valuable whitepaper. Great news! This whitepaper has been updated. the all new “how it works” whitepaper. The CRM team has done a great job of documenting the way that synchronization works, including clarification on how deletes are handled, and […]

Tip #458: Tipster guide to Dynamics CRM App for Outlook

It’s Friday and CRM for Outlook is making its way into OWA. OWA, Karl! This video walks you through the new CRM App for Outlook that was released as a preview feature as part of the Dynamics CRM 2015 Spring Update 1. Derik shows you how to configure Exchange online to use the feature, how […]

Tip #456: Smart contact filtering

One of the challenges of using Dynamics CRM in small businesses is that business owner tends to own everything. What did it mean for one of our customers who had Microsoft Dynamics CRM for Outlook installed? The default filter, as you know, is “My Contacts”, i.e. contacts “owned by me”, and she owned all CRM […]