of the
Dear Tipsters, How can I create and close a task in one step on mobile, similar to the create and mark complete process in Dynamics 365 in browser experience? Signed Taskmaster Taskmaster: In the Dynamics 365 mobile app, create a task. From the edit form, click the options (…) button in the lower right corner. […]
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 #261: Deleted tasks
If you use CRM for Outlook and synchronize tasks with Outlook from CRM, what happens when a user deletes a task in Outlook? If the user is the owner and the task is not completed, the task is deleted from CRM when the task is deleted in Outlook. If the user is the owner and […]
Tip #224: Email signatures
In Tuesday’s tip, George Doubinski threw me under the bus gave a great alternative use for translation files in Dynamics CRM. The eight year old boy that I pay to write tips for me thought that this was a great tip, and made me think of some other alternative uses for Dynamics CRM features. By […]