Tip #976: Dynamics 365 Outlook App conversation tracking

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 […]

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 […]