Portal, change notification and reset button walk into a bar… We did discuss portal refresh previously and the topic seems to have been closed. But some users have reported that, despite all of the correct settings, portal cache refresh just was not working as advertised and the only solution to make the changes visible was […]
tl;dr Delegate tracking of contacts and appointments does not work with server-side synchronization or with the new Dynamics 365 Outlook app. Read more Consider the scenario where the company owner, Ms. Bigwig, wants her appointments and contacts tracked in CRM, but she is too busy to maintain her calendar herself, so she has her assistant […]
CRM MVP Jukka Niiranen recently posted a great post covering the difference between activity tracking and synchronization in Microsoft Dynamics CRM. This is a frequently misunderstood topic, and Jukka does a fantastic job of explaining how tracking from Outlook gets the email into CRM, and synchronization updates activities automatically once the activities are in CRM. So if […]
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