Tip #1305: Test and enable mailboxes failure because of throttling

Red and black throttle knobs in an old car

This next tip comes from Marius “Why are you still on-premises” Agur Lind. Got a tip of your own? Send it to jar@crmtipoftheday.com (and don’t forget to include either your Twitter handle or LinkedIn profile link for the eternal link appreciation). Have you ever used an on-premise deployment and found that some testing and enabling […]

Tip #1274: My auto record creation rule isn’t creating cases

Two brown goats with crossed horns

Yesterday an old friend stopped me with a question. How old is he? He knows how to update an isv.config file. He had an email enabled queue set up and incoming emails were being created in the queue, but his auto record creation rule wasn’t turning the emails into cases. I asked him to check […]

Tip #1272: A better way to notify

Telegraph key. Exhibit in the Bennington Museum - Bennington, Vermont, USA

I love my D365 email notifications said nobody Recently I spoke at a conference with Dynamics users, and I asked the group of about 50 people who liked their CRM email notifications. Nobody raised their hand. There are several problems with traditional workflow based email notifications: Everybody gets too many emails. Blanket workflow based emails […]

Tip #1254: Design Dynamics 365 email templates with the new email editor

Antique silver typewriter in shallow focus photography

In a recent virtual conversation with Steve Mordue, Steve inquired about using the new Unified Interface email editor to create email templates. While Microsoft has not (yet) gotten around to adding the template creation process to unified interface, there is at least one approach you can take to design your templates in the new email […]

Tip #1198: Add email address to recipients in javascript

Six colorful mailboxes in a row

The advantage of having access to friendly brainpower is that the problems are getting resolved much quicker. The disadvantage is that it breeds inattentive coding. Daryl “Always Raising” LaBar almost threw in a towel but recovered and redeemed himself with the snippet how to add an arbitrary email address to the list of the email recipients […]

Tip #1136: How emails are resolved to the Dynamics 365 records

Do something great

Literally a week later after Jonas “The Shuffler” Rapp was puzzled how From fields are resolved (see tip 1119),  Josh Wells from the cold city of Fargo (where some of the Microsoft folks tend to congregate) chimed in with the final resolution to the problem and a very good advice: One of the best changes […]

Tip #1121: What happens if an email is sent to multiple queues?

This tip comes from my colleague Bruce Sithole who did the hard yards to find out the answer to this question. As it turns out, the behavior is a little unpredictable. Firstly, multiple queues can process the email and create a Case. The order of processing appears to be first polled, first served. Also, there […]

Tip #1119: How is From resolved to Dynamics 365 record

Survey

Mini Truckstop Today we have a stop with two Vikings (different countries though): Jonas “The Shuffler” Rapp and Marius Agur Hagelund Lind Jonas – Question Recently we have found a new (?) problem at a customer, where emails are incorrectly “connected” to the wrong sender. By what rule/rules does Dynamics 365 chose which record to […]

Tip #1110: Don’t let your workflow emails go to waste

Garbage

What is your first reaction when you receive email like this one Let’s see. Comes from someone with the name “Workflow”, has attachment and no body text, and refers to financial matters (payment advice/invoice/quote). Delete? Delete! Out of curiosity I did peek into the email just to see what kind of nasty attachment they sent […]

Tip #877: Video Guide to Email Engagement in Dynamics 365 Relationship Insights

Email engagement

In this video we finish off our look at Relationship insights with the Email Engagement piece. We look at what is needed to make the functionality work in Dynamics 365, as well as create a tracked email with tracked attachment. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can […]