This one was discovered by my KPMG partners in crime Fiona Whiteing and Jijeesh Kunhiraman on a recent project. As you may know, for a record such as a Contact, if I own the record, I can see the child Activities whether my security role gives me permission or not. I do not know if […]
We’ve had one of the users reporting a really bizarre issue – all his activities have simply disappeared from CRM. The user was synchronizing with Outlook and activities are still present in the mailbox with Regarding field empty. Thanks to Adam “Human Bing” Vero, the behavior is no longer a mystery but rather an annoying […]
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 […]
Ability to enable entities for emails is great – it’s another useful slice of functionality previously reserved only for contacts and accounts. If you are like me and prefer a minimalistic approach to entity design, you may be tempted to check the box enabling emails and be done with it. This is not going to […]
If you follow our advice and do not do anything prematurely, the default form for your entity will look nice and lean, mostly due to the absence of the middle pane which is default home for activity feeds, activities and notes. If you decide that you do need activities and notes, after all, you will […]
CRM MVP Jukka Niiranen recently posted a great post covering the difference between activity tracking and synchronization in Microsoft Dynamics CRM. This is a frequently misunderstood topic, and Jukka does a fantastic job of explaining how tracking from Outlook gets the email into CRM, and synchronization updates activities automatically once the activities are in CRM. So if […]
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