Tip #162: This action cannot be completed during synchronization

In CRM for Outlook, sometimes when you click the “track” or “set regarding” button, you will get an error telling you that the action cannot be completed during synchronization. I’ve noticed that sometimes I see this when tracking from the Outlook 2013 inbox view, rather than tracking from an individual email form. If you see […]

Tip #116: Prevent CRM for Outlook from getting disabled

When you use CRM for Outlook, occasionally something will happen, like a slow response from the server, and Outlook will ask the user if they want to disable the add-in. If the CRM add-in is disabled, CRM functionality will no longer be available from Outlook. To prevent the add-in from being permanently disabled, you can […]

Tip #115: Careful about reusing contact fields

Diagram: disappearing address field

George, work location just keep disappearing for multiple contact records “This is not happening”, I thought to myself, there are no workflows, no scripts, no – gasp! – triggers on contact entity in this particular implementation. But surely enough, enter a value into the custom work location field and it will disappear shortly afterwards. Then […]