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Outlook has a fantastic feature that reminds you when your contacts have a birthday. You will see a repeating appointment on your calendar that notifies you about their birthday. The problem with this feature is if you frequently connect to different Dynamics 365 environments, such as a trial environment, and you want to demonstrate Outlook/Exchange […]
Tip #605: Birthday reminders
I started using CRM for Outlook, and now I get notified when my contacts have birthdays. Why does CRM do that? First of all, CRM doesn’t do this. At least it’s not a direct feature. This is a great example of how CRM functionality can have indirect behavior due to the default actions of other […]
Tip #255: Have some cake
One year ago, we published our first tip, “don’t use Salesforce.” For an entire year, we have had a tip every weekday with some breaks for statutory holidays. This is a good excuse to eat cake. But really, who needs an excuse to eat cake? Speaking of birthdays, I was recently asked about birthdays showing up […]