Dynamics 365 Monthly Update-December 2018

Quick Links: Featured News | Updates and Releases | Additional News | Training Corner Featured News Get started with Dynamics 365 Service Scheduling The new scheduling experience in Customer Service Hub is now live. Powered by Universal Resource Scheduling, this experience provides an efficient way to schedule resources for service activities. It considers the availability…

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Dynamics CRM Reports complaining Reporting extension(SRS Data Connector) is not installed

Hey all- I am starting a series of re-posts from my personal blog site. Recently, I decided not to maintain separate personal blog site and now my personal blog site is offline. Here is the first one… ——-re-post———- Here I am talking about an interesting issue while running Dynamics CRM Reports. When I faced this…

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Dynamics 365 App for Outlook Part 8-Email Governance

For part 8 of this blog series, I want to talk a little bit about Email governance in Dynamics 365. This is not specific to the App for Outlook, however, with tracking and promoting Outlook data into Dynamics 365 comes additional consideration around security of who should see the tracked data. I will not be…

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Overview: Microsoft Dynamics 365 (on-premises) Update 2.3

We’re proud to announce that all packages for Microsoft Dynamics 365 (on-premises) Update 2.3 were released December 1st, 2018 to the Microsoft Download Center and are available for download! Appropriate packages will appear on Microsoft Update shortly. Note: The Updates documented in this blog update the Dynamics CRM/365 Customer Engagement components described in this Microsoft Knowledge base article:…

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Dynamics 365 App for Outlook Part 7-Helpful tips for using the App

Welcome to part 7 of the App for Outlook blog series. In this post, we are going to go over a couple helpful tips when using the App for Outlook.   Create a Set Regarding record on the fly and automatically track to that record If you need to create a new record, such as…

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Dynamics 365 App for Outlook Part 6-Working with Contacts

Finally, we are going to take a closer look at working with Contacts through the App for Outlook. Where do I find the Dynamics 365 App for Outlook for Contacts? The contact view shows up differently than the App appears on Emails or Appointments. It must be accessed through the Add-in, accessible at the bottom…

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Dynamics 365 App for Outlook Part 5-Working with Appointments

For part 5 of the Dynamics 365 App for Outlook series, we are going focus on specific appointment tracking scenarios. In the following post, we will break down contacts. Let’s get into it… If I receive a meeting request, can I track this into Dynamics 365? You cannot track a meeting request. You will receive…

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Dynamics 365 App for Outlook Part 4-Working with Emails

Welcome back to part 4 of the Dynamics 365 App for Outlook series. In this post, we are going focus on more specific email tracking scenarios. In the following days, we will break down appointments and contacts.   The first area that needs some attention is automatic email tracking. In the last post, we went…

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Dynamics 365 App for Outlook Part 3-Settings that affect tracking and correlation

For part 3 of the App for Outlook series, we are going to take a look at the settings that affect tracking.   Let’s start at the organization level settings with System Settings. (We will not be covering folder-level tracking, as the App for Outlook is not required for this)     Configure email correlation…

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Dynamics 365 App for Outlook Part 2- What is supported?

For this part of the Dynamics 365 App for Outlook series, let’s talk about what is supported.   At the time of this post, I am covering what is currently supported, including the specific features and clients for which they are available.   Here is the link to the Requirements documentation, which is updated and…

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