Tip #615: User experience differences between Outlook and Server-Side Synchronization

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, […]

Tip #482: Server Sync is required for the Outlook Preview App

If you enable the Outlook preview app, when you click “Dynamics CRM” in Outlook, you may see the following error: But wait, you say, I do have my mailbox configured for server synchronization for incoming emails! The secret is, you also have to have server sync enabled on your mailbox for outgoing email as well […]

Tip #450: System Settings – Previews Tab

CRM Online System Settings

As of CRM Online version 7.1 there is another new tab on the Systems Setting configuration window. The new previews tab is where the CRM Admin will enable access for their organization to some really cool new features – IFRAME in tablets, the Web API Developer Preview and my personal new favorite the CRM App […]