&tl;dr If you’re using CrmServiceClient and getting what seems to be a valid connection but cannot really use it because of the “The user authentication failed!” error, check the servers’ clocks in your infrastructure. Bo-o-o-oring I have some perfect reasonable code deployed in Azure and that code has been humming along, talking to Dynamics 365 […]
Yesterday I set up CRM for Outlook. My contact synchronization rule is set to get all active contacts (about 4,000), and yesterday they were all there, now today there are only about 600. I use Outlook synchronization. What should I do? Whenever I see weird contact synchronization behavior, such as contacts not synchronizing or synchronized […]
Finding the spot where you can set the filters to determine the CRM records that are synched to Outlook or your Exchange folders isn’t as intuitive as it could or should be. When in Outlook and you go to File, CRM, you are presented with a screen which gives you the options to set the offline […]
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 […]
In Tip 435 we mentioned the old CRM 4.0 synchronization whitepaper as an “oldie” but still valuable whitepaper. Great news! This whitepaper has been updated. the all new “how it works” whitepaper. The CRM team has done a great job of documenting the way that synchronization works, including clarification on how deletes are handled, and […]
One of the challenges of using Dynamics CRM in small businesses is that business owner tends to own everything. What did it mean for one of our customers who had Microsoft Dynamics CRM for Outlook installed? The default filter, as you know, is “My Contacts”, i.e. contacts “owned by me”, and she owned all CRM […]
When you upgrade CRM for Outlook, one thing to watch out for is duplicate contacts in Outlook. The reason contacts can get duplicated is that if you use Outlook synchronization for contacts and you remove or reinstall the client, the local synchronization database gets replaced. When you reinstall the client and the synchronization runs, a […]
The contact synchronization in CRM for Outlook is pretty powerful, but in rare occasions, you may find that duplicate contacts are being created in Outlook from the synchronization. This is sometimes caused by corruption in a user’s offline Outlook data (OST) file. Look at the duplicate contact records that have been created. Look at the […]
You are moving to Dynamics CRM from a lesser CRM application (let’s call it Salesforce.com, but could be any other CRM). As part of the migration, you are importing legacy appointment records into Dynamics CRM and assigning them to their respective users in Dynamics CRM. When you go live, if you use the standard Appointment […]
If you have a user who does not see the latest customization changes in the CRM tablet app, check the last time that the user’s tablet app synced customization changes. Click the options (…) button in the lower right corner, click “Settings,” then “About.” The “About” screen gives some useful information, such as the app […]
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