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 #439: Prevent duplicate Outlook contacts
Frequently in the various CRM forums, someone will ask a question about how to prevent getting duplicate contact records in their Exchange/Outlook contacts when using CRM for Outlook. There is no magic answer to totally avoid outlook contacts getting duplicated. One of the best things you can do is use server based Exchange synchronization rather […]
Tip #428: Tipsters guide to folder-level tracking: end-user
It’s Friday and it’s video. Derik is here with the second part of the folder-level tracking saga and this time the focus is on end-users. If you are an administrator, make sure you watch the first part. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest […]
Tip #423: Tipsters guide to folder-level tracking: administration
Welcome to video Fridays. You’ve heard it. We now even have our own video dude as part of the team: Derik “Foobar” Bormann . We aim to give you something useful in time it takes to consume a cup of coffee or other beverage of your choice. In the break, between your spurs of awesomeness […]