Tip #479: Don’t track emails from automated sources

So you get the notification from Skype for Business that you have a voicemail. Track it in CRM so that the voicemail will be associated with the person who sent it to you, right? Not so fast. When you track an email from an automated source, such as voicemail notifications, the network scanner, or other […]

Tip #475: Keep CRM form tidy with hidden OneNote sections

OneNote section group in OneNote Online

After the very detailed OneNote introduction by Pablo “CRMGamified” Peralta, the only features that are left to cover are undocumented or pure bugs. I’m not quite sure which category the discovery belongs to. As you know by now, sections in OneNote notebook map quite nicely into the list of sections in Dynamics CRM. However, if […]

Tip #474: OneNote in Dynamics CRM for Dummies, Part 3: Annotation Killer?

¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta with another bunch of tips for dummies the rest of us. If your Español is good, read the original, nothing to see here. Otherwise, read Part 1 then Part 2, and enjoy the rest. Face to Face: Annotations vs. OneNote Notes Sometimes it’s useless to compare, […]

Tip #439: Prevent duplicate Outlook contacts

Frequently in the various CRM forums, someone will ask a question about how to prevent getting duplicate contact records in their Exchange/Outlook contacts when using CRM for Outlook. There is no magic answer to totally avoid outlook contacts getting duplicated. One of the best things you can do is use server based Exchange synchronization rather […]