Tip #54: Create reminders for emails that you aren’t ready to act on yet

Sometimes I receive an email that requires some kind of action, but I don’t have time to do that action now. I want to schedule time to work on it when I’m not as busy as I am at the moment. I track the email in Microsoft Dynamics CRM, then I drag the email from […]

Tip #52: Open a second Outlook window

So you are using Microsoft Dynamics CRM for Outlook and you want to view CRM and your Outlook email or calendar simultaneously? Easy. From Outlook, right click on one of the folders and select “open in new window.” This will open a second Outlook window. This makes it possible to have Outlook open to mail […]

Tip #50: Auto-enable content in exported documents

Tired of selecting the Enable Content every time you open an Excel or Word document you’ve exported from CRM, saved from a mail attachment or downloaded? Good news, it is easy to change your settings. Here are the steps: Using Excel as an example: Select File -> Options Select Trust Center Select the Trust Center […]