Tip #88: Duplicate activities in CRM 2013
At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, and I wanted to highlight a few of them. If you use Microsoft Dynamics CRM 2013 and have...
View ArticleTip #270: Close Appointments from Outlook
We recently posted a tip about how non completed tasks are deleted from CRM if the owner deletes the task in Outlook. The same applies to non “closed” appointments. The problem is, for Outlook users,...
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Tip #287: Prevent meeting notes from going to customers
I recently lead a webinar about the new features in CRM 2015, and one of the attendees asked a great question: “Is there anything new in 2015 that can prevent server synchronization from sending an...
View ArticleTip #830: Calendar items lost after revoking O365 global administrator role
We did write about the consequences of granting and then removing global administrator roles. As Oswin Kroon has discovered, there is more to it if you’re actually using that O365 account to organize...
View ArticleTip #898: Delegate tracking and server side synchronization
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,...
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