Tip #874: Update email subject or body with workflow

Sometime, somewhere you are going to want to update the subject line or body of an email after it has been sent or received with a workflow. If you do, your workflow will fail with the following error: “Cannot update subject or description unless email is in draft status.” To make your workflow succeed, have […]

Tip #601: Reliably send email in workflow

Sometimes, instead of a simple Send Email action in the workflow, it’s necessary to prepare the email in the workflow (Create Email action), perform some additional manipulations (like adding attachments) and then send it. To do just that, setting email status to Pending Send has been reliably working for everyone since CRM 2011. Until now. […]

Tip #586: Accessing CRM mobile signatures in Dynamics CRM

Raphael Moser sent the following tip to jar@crmtipoftheday.com (and you can do too!) This recent blog post shows how to use the new new signature control feature on mobile apps: http://www.dynamicscrmpros.com/microsoft-dynamics-crm-2016-new-signature-control-feature-phones-tablets/ The problem is only that you can’t show the created signature directly in crm web. The signature is saved as a data URI (someting like “data:image/png;base64,iVBOR…”) […]

Tip #581: Manually trigger mailbox synchronization

When you use Outlook Client synchronization, there is a button in Microsoft Dynamics CRM for Outlook that will force the synchronization to happen. If you use server-side synchronization, this button will no longer be available to you. For CRM On-Premises users, you will find SyncDiagnosticTool.exe in the Microsoft Dynamics CRM\Server\bin folder. Run this tool from […]

Tip #580: Stuck Mailboxes

When you configure server-side synchronization and test mailboxes, you might see mailboxes that never finish the test. This can happen if you try to enable too many mailboxes at one time. If that is the case, restart your asynchronous processing services, and the mailbox tests should complete. FacebookTwitter

Tip #384: Billable emails

Would you like to make your emails billable? Of course, you would. Add the field(s) dealing with the billing information and you’re all set, right? Not so fast. The problem is that tracked emails “arrive” into CRM as activities already closed so editing won’t be possible. Enter the realm of Adam “I’ll leave nuggets everywhere […]

Tip #342: Demystifying pop3/smtp for CRM Online

Access to gmail from unknown location

Having troubles creating server-side synchronization between CRM Online and pop3/smtp system? You are in the right place then. You may have read in the documentation that GMail and Yahoo are listed as supported pop3/smtp providers for Microsoft Dynamics CRM Online and Although other POP3/SMTP systems may work with Microsoft Dynamics CRM, those systems were not […]