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 […]
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 […]
Last week at the Hitachi Solutions Customer Conference, I lead a session about Server-Side Synchronization. One attendee asked me about an issue he was seeing where mailboxes would not stay enabled. The following process has helped improve stability in other environments I’ve worked in, and it might help you as well if you face a […]
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 […]
Ever send an email and immediately regret it? Ever accidentally copy a recipient on an email that you wish you hadn’t? Unfortunately, email (outside of your Exchange server) does not have a way to recall/undo a sent email. Having done this once too often, I created a rule in Outlook to delay sending emails by 2 […]
If you use server-side synchronization and start seeing duplicate activities, such as tasks, inside of Outlook, that can sometimes happen if your mailbox is configured for server-side synchronization in multiple CRM organizations: During deployment, if you configure server side synchronization in UAT and then again in prod, without first disabling it in the first environment. The recommendation […]
There are multiple blog posts that describe the technical differences between Outlook Synchronization and Server-Side Synchronization, but what are the primary differences in the user experience? User can use folder based tracking. If using CRM online, users can use the new lightweight app. Activities will sync without Outlook running. Tracking/synching takes place in the background, […]
Some users have experienced the following behavior after deploying CRM 2015 for Outlook: Outlook loads slowly The Outlook icon on the Windows task bar blinks repeatedly The cursor flashes between busy and ready Using the solution described in this forum post can fix this issue, if it happens to you. The problem is a missing config […]
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