Tip #905: Another option for delegate tracking

Delegate

Filed under #CRMfeaturesweforgotabout Recently, we described some of the limitations of support for delegate tracking with server-side synchronization. There is one additional option that I neglected to mention that allows for the creation of appointments for other people from Outlook while using server-side synchronization, and may be another reason why you may not want to dump […]

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 […]

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 […]