Microsoft Dynamics 365 Blog

How do I convert an email into a Lead or a Case? 

2 min read

Welcome Guy Riddle, CRM MVP and today’s guest blogger: I have been asked this question (and seen it posted in newsgroups) so many times over the past three years that I decided it was time to do something about it. For those of you new to Microsoft CRM, let’s paint a couple of scenarios: 1. A Read more

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Synchronizing Information from CRM to Outlook 

2 min read

You can set a personal option to synchronize all your contacts in Microsoft CRM to Outlook.  Steps are described in the online Help topic “Set personal options.” Set synchronization options in Microsoft CRM client for Outlook You can select which record types you want to synchronize between Outlook and Microsoft CRM client for Outlook and Read more

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CRM-Outlook Field Mappings 

2 min read

Ever wondered what fields in Outlook map to what fields in CRM?  Wonder no more.  (NB: In the current versions, these mappings are not customizable or extensible.) Field in Outlook Field in CRM  Task Body description Due Date scheduledend Priority priority Start Date scheduledstart Status computed from Activity State Code and Appointment Status Code Subject Read more

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A Rose By Any Other Name: Outlook client naming 

3 min read

Once upon a time I owned a feature called “Microsoft Business Solutions Customer Relationship Management 1.2 Sales for Outlook client”.  I liked to brag that my feature used every word ever.   It wasn’t always like this and it is no longer like this.  The browser based client has pretty much always just been called Read more

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Deploying Outlook client to managed environments 

1 min read

Did you know that it’s possible to deploy the Microsoft CRM client for Outlook out to managed desktop environments – even if users are running with limited user privileges?   One of the lesser known capabilities for the 3.0 release is support for deployment of the CRM client for Outlook using Group Policy.  It works Read more

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Navigation in Outlook Made Easy 

1 min read

In my last post, I showed you how you could personalize the Workplace. The Workplace is also configurable for the Outlook client, though perhaps doesn’t organize as nicely, since we rely on the Outlook folder structure to provide the navigation. Quite simply, the alphabetization of the folders doesn’t always yield the most desired organization. One Read more

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Clearing Deletion Tracking in Outlook Synchronization 

2 min read

In 1.x, your options for what was synced between Outlook and CRM were pretty limited.  You could have appointment/contact/task synching either on or off.  (Actually, in v1.0 Alpha, you could have it on or on.  Heard feedback pretty loudly.  Added option.)  If you had it on for all, you got appointments that you were a Read more

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