This next tip comes from Marius “Why are you still on-premises” Agur Lind. Got a tip of your own? Send it to jar@crmtipoftheday.com (and don’t forget to include either your Twitter handle or LinkedIn profile link for the eternal link appreciation). Have you ever used an on-premise deployment and found that some testing and enabling […]
In the world of the email router, incoming and outgoing profiles were separate, so one user or queue could have separate email servers. Let’s say you wanted incoming email to come from exchange, but you wanted to send outgoing email via SMTP, you could do it. With the deprecation of the email router, the only […]
Public service announcement: we are back from the Merry Year hiatus and straight to tipping. Tracking folders is a cool feature where you can configure an Exchange folder to be a tracked folder and optionally link it to a Dynamics 365 record so that any email landing in that folder will be automatically tracked and […]
Some housekeeping before we dig in. Firstly, the tip is from Mohamed “iProperty” Mostafa but since I was instrumental in rejecting all of his ideas, I’m taking part-credit for it. Secondly, the full title should be Automatically Track All Incoming and Outgoing Email Messages in Dynamics 365 without opening Outlook and across any device :: […]
If you have been a long-time reader of CRM Tip of the Day, you know that we have had a lot to say about delegate tracking, or the lack thereof, in Dynamics 365 with server-side synchronization. That’s why we are very excited about the announcement earlier this month of the new Outlook category based tracking […]
I have a customer who is running Dyn 2016 8.0 On-prem and Server Side Sync. One of the accounts has 12000+ appointments and when/if we do a “Test and Approve” of the mailbox it seems that the resync of the mailbox with the Exchange Server (ver 2010) takes a very long time, often over 12 […]
We always liked email router, we even called it “good, old, and fairly reliable“, and asked people not to leave it behind. But, as the server-side synchronization becomes better and better with every release, it’s time to reconsider. According to the list of the upcoming important changes, “Email Router will become deprecated in the next […]
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 […]
Joel has been producing tips by a truckload, I don’t think he’ll notice if I sneak this one in, especially when a fellow comrade developer David “Xrm.Tools” Yack is in pain. David Anyone have any suggestions for where let’s say a Team/Department gets CRM in their own subscription but their e-mail is still managed by […]
Be sure to read the fine print when setting up Server Side Sync for Office 365. You will need more super powers than just being a CRM Admin.
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