Tip of the day reader Christian Schulte shares the following tip about tracking emails flagged “confidential” with Dynamics 365 for Outlook (the “Outlook client”). Let’s say you get a mail with a confidential-flag with sensitivity level set. It is not important which sensitivity-level it is (private, personal, confidential). If you decide to track this mail, […]
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 […]
In this video we compare setting regarding and tracking emails in CRM for Outlook (Outlook Client) and the new Dynamics 365 App for Outlook. Which is faster? Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in comments or by sending your ideas […]
When I track a contact in Outlook, does CRM notify me if it triggers a duplicate detection rule? Yes, but the experience may differ, depending on what client you are using. This tip assumes you are using server-side synchronization, as Outlook synchronization has been deprecated and will be removed in the upcoming release. If you […]
One of my favorite things about the Dynamics 365 Outlook App is the way that recipients are displayed in the app pane, and how easy it is to update or create contact records in CRM. This makes it very simple to identify when contact information is missing and validate that we have complete contact information […]
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 […]
As we have covered extensively on CRMTOD, the new Dynamics 365 App for Outlook is a great lightweight CRM experience for Outlook and will probably be the CRM interface for Outlook of choice for most users going forward. But what if you like the new app and want to use it, but you still occasionally may […]
User of the Dynamics 365 App for Outlook asks: Is it possible to track a contact from the app? I see the Dynamics 365 button on emails and appointments, but not contacts. How do I track a contact? If you read the user guide, there is an add-in deployed when you install the Outlook app […]
When using the new Outlook app for Dynamics 365, be aware that the user experience in Outlook is different between Outlook 2013 and Outlook 2016. In Outlook 2016, users will see a Dynamics 365 button on the menu of Outlook. After pushing the button from an email message, the app pane will open and launch […]
Happy Valentine’s Day. Here’s a tip you may love if you use Folder Level Tracking. One common criticism of Folder Level Tracking is you can’t track a message at the same time that you send the message, like you can when you use CRM for Outlook. You can move the message from the Sent folder to the tracking […]
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