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Microsoft Dynamics CRM 2011 ~ Rich CRM Email and Appointments 

Ok, let’s be real. When you think about the Microsoft Dynamics CRM Outlook Client, “Track in CRM” is usually the first thing that comes to mind. The reason so many of you use Microsoft Dynamics CRM is because of Microsoft Outlook integration, and when you think about Outlook integration, you think about Track in CRM....Read more

Outlook Synchronization and working with Tasks and Appointments 

For troubleshooting and to prevent duplication of contacts and to-do’s in Dynamics NAV, CSS sometimes request you to clear the contents from the main Calendar, Contacts and main Tasks folders before the next Full Synchronization. As a result of this, the synchronized to-do’s may not show up or may show up as closed entries. For...Read more

Outlook Synchronization: working with conditions in several scenario’s 

To limit the synchronized data and for simplicity reasons, we usually recommend to create conditions like the following: mmels APP                  WHERE(Salesperson Code=CONST(MME))               1mmels CONT_COMP WHERE(Salesperson Code=CONST(MME))mmels CONT_PERS  WHERE(Salesperson Code=CONST(MME))mmels CONT_SP       WHERE(Salesperson Code=CONST(MME))mmels TASK               WHERE(Salesperson Code=CONST(MME))               1Only contacts that have an assigned salesperson (MME in this example), will be synchronized. This is a good way to limit the...Read more

Outlook Addin generates an error: This attendee already exists 

There are two ways to create meetings in Outlook:1. directly from the Calendar folder2. directly from the Contact, right click on the contact, press Create and then select Meeting The latter would open a new form where you can enter the required data, etc. Not a big deal but after synchronization from Outlook to Dynamics NAV, the...Read more

Outlook Addin error: The related item for the synchronized Outlook item is not found in the specified folders. The following values were expected:. 

When working with tasks and appointments, the following error could show up:   The related item for the synchronized Outlook item is not found in the specified folders. The following values were expected:. It took us a while to find out why this error occurred. Let me first describe how this can be reproduced: First...Read more

Outlook Addin invisible or inactive with error in debug log Dump of exception type ‘System.IO.FileLoadException’ 

Sometimes the Outlook Addin, especially after a reinstall, becomes inactive or the Outlook Addin does not show up at all. The reason behind this is that the two below mentioned files have different build releases which causes the assemblies not to be loaded. After enabling the debug log file, the following error log can be seen: Error: 23.04.2009 11:51:47 [1]...Read more

Microsoft Dynamics CRM: Bulk Email with Merge Fields and Pics 

Today’s guest blogger, CRM MVP Frank Lee,  provides tips and tricks for bulk emailing with pictures that he found to be very useful. A common CRM task during Holiday Seasons is to send out personalized Email greetings with images to customers.  With features like Bulk email Blast and Field Merge "Mail Merge", emailing with Microsoft...Read more

How to Configure Microsoft Dynamics CRM 4.0 E-mail Router (On-Premise) with Microsoft Exchange Server 2010 

Update Rollup 8 for Microsoft Dynamics CRM E-mail Router (On-Premise) includes support for Microsoft Exchange Server 2010. In continuation to the blog titled “Configure Microsoft Dynamics CRM Online E-mail Router with Exchange Online”, this one explains the detailed steps required to setup Microsoft Dynamics CRM 4.0 E-mail Router (On-Premise) with Microsoft Dynamics CRM 4.0 On-Premise...Read more

Configure Microsoft Dynamics CRM Online E-mail Router with Exchange Online 

Microsoft has released the November 2009 update for the Microsoft Dynamics CRM Online E-mail Router which includes the support for Microsoft Exchange Online. This blog covers step by step instructions to setup the Microsoft Dynamics CRM E-mail Router with the Exchange Online system to process incoming and outgoing e-mails from the Microsoft CRM system. Introduction...Read more

Provisioning ‘unique names’ changes in Microsoft Dynamics CRM 

The Microsoft Dynamics CRM Online November 2009 Service Update will change how we provision unique names. If ISV code makes a certain incorrect assumption about how to talk to CRM Online organizations, it will break for some orgs.  Also, customers setting up an email router will have a minor change to the way they acquire...Read more