Following a preview release in 2016, a new Microsoft Dynamics 365 app for Outlook is now available. The initial preview had some limitations but Microsoft released an enhanced app as part of its December 2016 update. Compared to the installed plugin, the new App for Outlook runs server-side to reduce some of the heavy lifting from […]
continue reading...Posts Tagged ‘CRM and Outlook’
5 Productivity Tips for CRM Outlook Users
The following insights uncover some of the hidden functional gems that will help you work more quickly and effectively as a CRM Outlook user. The best part? They're useful whether you’re in Sales, Marketing, or Customer Service. 1. Set Up Your CRM Address Book 2. Access CRM records via Folders 3. […]
continue reading...CRM 2013; Outlook Synchronization by Choice, Not by Ownership
Earlier this year, my colleague and Microsoft CRM MVP, Joel Lindstrom, blogged about A Better Way to Control User Synchronization Settings In Microsoft Dynamics CRM. In his blog, he discussed how the use of the (free and fully supported) XrmToolBox for CRM can be used to help enhance the Outlook synchronization capabilities within CRM. I’d […]
continue reading...Which Fields Synch from CRM to Outlook Contacts?
CRM to Outlook Contact Synching is one of the most used features of the application, but there are some surprises when you get into the details of the contact synchronization process. If an organization works to consolidate their contacts into CRM, occasionally multiple users will wind up synching the same contact locally. It’s important to […]
continue reading...A Wizard to Help Troubleshoot Microsoft Dynamics CRM Outlook Client Issues
If you’ve ever helped troubleshoot a balky CRM-Outlook configuration, you know that there are a number of reasons why it might be misbehaving – the ‘cure’ could be locally with the configuration, with Outlook, within a CRM configuration or security. Our friends in Redmond have released a new tool to help guide customers with Outlook […]
continue reading...Microsoft Dynamics CRM 2011: Using Marketing Lists to Control Contact Synchronization
One of the great features of CRM 2011 (and earlier versions too) is the ability to bring down contacts from CRM into your Outlook contacts folder. In CRM 2011 this is accomplished by managing Outlook Filters, where you can set up rules with which to bring down contacts using Advanced Find-esque tools. But as our […]
continue reading...Control User Synchronization Settings In Microsoft Dynamics CRM 2011
One of the items frequently requested, especially in large deployments of Microsoft Dynamics CRM, has been the ability to control Outlook client synchronization. CRM for Outlook provides a fantastic bi-directional synchronization between CRM and Outlook for contacts, appointments, tasks, and other activities; but, in some organizations, business requirements dictate that some or all of the […]
continue reading...MSCRM 4.0 Client for Outlook and Upgrade to CRM 2011
Upgrading to CRM 2011 can prove to be a challenge on its own. One major complicating factor can be getting all of your users with the CRM 4.0 Client for Outlook upgraded to the CRM 2011 Client for Outlook. The good news is that the CRM 4.0 Client for Outlook will connect to a CRM […]
continue reading...Three Cool New Features with CRM 2011 Views in the Outlook Client
There are many new features in the CRM 2011 Outlook Client and here I’ll point out some related to the views within CRM. 1. Reading Pane – this is a pane that shows in the lower portion of your Outlook window and contains certain fields from the record selected in the list above. The big […]
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