How to read the Dynamics 365 Mailbox details file for troubleshooting

In this post, we are going to look at the Mailbox Details log file that can be used when troubleshooting Server Side Synchronization and App for Outlook scenarios. Thanks again to Cody Dinwiddie on our Dynamics 365 Support team for helping put this information together. Now, if you don’t know, Server-Side Sync is processed by…

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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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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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Dynamics 365 App for Outlook Part 1- The Basics

With the recent release of the new version of Dynamics 365 App for Outlook in 2017 along with v9.0 and the new unified interface, there has been quite of bit of ongoing work to bring features and improvements in this area. As many organizations are now in the transition from the legacy Dynamics 365 for…

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Update required to connect Dynamics 365 CRM for Outlook Client 8.x to Dynamics 365 9.x instances

With the release of Dynamics 365 Customer Engagement (9.0), older versions of TLS (1.0 and 1.1) connections will be blocked and only connections using TLS 1.2 will be supported. If you are connecting a Microsoft Dynamics 365 for Outlook client on version 8.x to a 9.x Dynamics 365 instance, an update will be required for…

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