Tip #899: If email gets rejected check for duplicate addresses

Duplicate stamp

tl;dr When incoming email gets rejected, check if you have records in mail-enabled entities (contacts, accounts, queues, and system users OOB) using the same email address. I’ve done this today Set up a hybrid server-side sync for a customer. (There are some gaps in the docs, this is a recommended reading companion.) Add a support […]

Tip #616: Duplicate activities in Outlook with Server-Side-Synchronization

If you use server-side synchronization and start seeing duplicate activities, such as tasks, inside of Outlook, that can sometimes happen if your mailbox is configured for server-side synchronization in multiple CRM organizations: During deployment, if you configure server side synchronization in UAT and then again in prod, without first disabling it in the first environment. The recommendation […]

Tip #615: User experience differences between Outlook and Server-Side Synchronization

There are multiple blog posts that describe the technical differences between Outlook Synchronization and Server-Side Synchronization, but what are the primary differences in the user experience? User can use folder based tracking. If using CRM online, users can use the new lightweight app. Activities will sync without Outlook running. Tracking/synching takes place in the background, […]

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 #558: O Mailbox Statistics, Where Art Thou?

Mailbox statistics are not useful on large deployments

Challenge Joel can be such a pain, he always keeps asking some questions no one seems to know the answer for. Like the other day: What are these sync cycle processing records that feed the server side sync performance dashboard? I don’t see them in the system job log. Is there any way to bulk […]

Tip #520: Appointment meeting invitations

In Dynamics CRM 2013 or later, synchronized appointments send meeting invitation emails to meeting attendees when they are created or updated. This is a feature that was commonly requested by CRM users, but there are some scenarios where you may not want this to happen. Meetings created or updated after the meeting happens Some users […]