Microsoft Dynamics CRM – Outlook Synchronization in CRM 2015

August 27, 2015 Leave a comment

Microsoft has just released a new whitepaper which outlines “how” the data is synchronized between Microsoft Outlook and Microsoft Dynamics CRM 2015.

OutlookSyncCRM

 

To get access and to read more about the new whitepaper, head to the Microsoft link listed below.

http://www.microsoft.com/en-us/download/details.aspx?id=48718

For future storage, I have made this whitepaper available here.

Enjoy!

Greg Olsen
YellowDuckGuy

Microsoft Dynamics CRM – CRM Magazine – Market Leader Awards Winner

August 24, 2015 Leave a comment

Microsoft Dynamics CRM was announced as the winner in four major categories of the CRM magazine Market Leader Awards:

  • Enterprise CRM Suite
  • Midmarket CRM Suite
  • Small Business CRM Suite
  • Sales Force Automation

News

 

 

This is great news for Microsoft Dynamics CRM. Read more about this from Bob Stutz blog post here.

Greg Olsen
YellowDuckGuy

Categories: Dynamics CRM, Microsoft

Windows 10 – God Mode or Access Detailed System Settings

August 19, 2015 Leave a comment

You are probably wondering what this blog post is all about? Keep reading ..

You have all seen this screen right? – The Control Panel in Windows.

Control Panel

There is a new settings window in Windows 10 as shown below. Therefore finding the old control panel hard to find for some. You could just type Control Panel in the taskbar search bar and you will simply find it. However, lets keep on the God Mode topic. Keep reading.

Windows 10 New Settings

God mode is something the community or internet is talking about at the moment recently, just briefly.

Firstly, to enable god mode, you will need to create the following folder on your desktop (or wherever) and name the folder as shown below. Feel free to copy and paste the test below.

itsgrego.{ED7BA470-8E54-465E-825C-99712043E01C}

If you want this file without creating it, you can download a zipped file of this folder, by clicking here.

Once you have created you new folder you should see the folder change to look like the following image.

Folder

Now if you open this folder you have created, you will see a full system settings (known as God Mode) displayed in a new window. You can now get to all those special settings for Windows 10 in one handy location.

image

Now save the folder in a safe place so you can get quick access to these settings. You may even want to right-click and select Pin to Quick Access so it appears in your options within Windows Explorer.

Enjoy!

Greg Olsen
YellowDuckGuy

Categories: Windows 10

Microsoft Dynamics CRM – Outlook Tracking Emails Warning

August 18, 2015 Leave a comment

You can use Microsoft Dynamics CRM for Outlook (add-on to Microsoft Outlook) to track email, contacts, tasks, and appointments. When you use the track option in Microsoft Outlook to track an email message, contact, task, or appointment record, a copy of that record is saved as an activity in Microsoft Dynamics CRM and synchronised with the Outlook record. They are now linked. You can now view and edit that record in Outlook or CRM. If you have Outlook on your laptop or tablet etc, you can view that same tracked record.

Tracking records in CRM for Outlook is a manual process.  Therefore, CRM gives you the ability to keep your personal Outlook records separate from your CRM records. You don’t want your email to your wife about what’s for tea tonight ending up in your CRM system!

So tracking emails in CRM from Outlook is a great feature. However if not set up correctly, you could run into issues. Some of us have multiple email addresses or CRM organisations we manage or maintain, therefore keeping these all separate at times on one device can be a challenge, especially if you perform demos or testing multiple CRM systems.

So what do you do when you receive the following warning when setting up Outlook, possibly from an existing configuration? Keep reading.

To track emails and perform synchronization, your Outlook email address should be the same as your email address in Microsoft Dynamics CRM

The error message will be displayed as:

Outlook Message - Track Email

 

The scenario I am normally faced with is because the email address I am using is different from the email address of my CRM organisation.  The simple fix is to update your associated email address in CRM on the user record and Approve the email address.  You may find if your tracking of email is not working, approving the email may fix your tracking issue as well. Once your email address is updated in CRM, use the Approve Email (found on the command bar in CRM 2013 and 2015) to accept the email change and allow CRM to process emails using this address.

To note, you may also see this error message if you are configuring Microsoft Dynamics CRM for Outlook, but you don’t have an Outlook email address, or you haven’t set the primary email address field in CRM.

Microsoft Dynamics CRM–Support with Windows 10, Edge and Office 2016

August 15, 2015 Leave a comment

A lot of us now have moved onto Windows 10 and enjoying the new operating system, well personally I can say I am. This blog post will reference another blog post on the Microsoft Dynamics CRM Support Blog regarding CRM support with Windows 10, the new Edge Browser and Office 2016.

In summary:

All Dynamics CRM releases including CRM 2011, CRM 2013, and CRM 2015 currently support Windows 10 for use with the web client. The supported browser is Internet Explorer 11.

Support of Microsoft Dynamics CRM 2015 on Edge browser will be available for CRM 2015 with Update 0.2 (7.0.2) and Update 1.1 (7.1.1) in September.

Support with Microsoft Dynamics CRM 2013 will be introduced in Update Rollup 4 for Service Pack 1 (6.1.4)

For more information, head along to the URL below:

https://community.dynamics.com/crm/b/dynamicscrmsupportblog/archive/2015/07/10/dynamics-crm-support-with-windows-10-edge-browser-and-office-2016

Greg Olsen
YellowDuckGuy

Dynamics CRM – Certified Hosting of Dynamics CRM in Microsoft Azure

July 20, 2015 1 comment

At the World Wide Partner Conference in Orlando, Microsoft announced certified hosting of Microsoft Dynamics CRM within Microsoft Azure. This is a great step forward.

 

CRM Certified on Azure

 

What this means in summary? This means that customers or businesses will be able to run Microsoft Dynamics CRM on Microsoft Azure Infrastructure Services (IaaS) with Azure Premium Storage for production environments. In the past, Microsoft Dynamics CRM has not been supported or certified to be run in Microsoft Azure.

So you can now take advantage of installing Microsoft Dynamics CRM on-premises installation software in Microsoft Azure and be certified – for production as well!

Another great benefit Microsoft is offering is the ability for current on-premises CAL license holders the ability to use those licenses to run their CRM instances on Azure. This is a great advantage for customers who want to move to cloud computing but are unable to deploy a complete SaaS based solution like CRM Online. Along with this benefit, customers or businesses may also use their MSDN credits for running test environments.

You can read the Microsoft release from Bob Stuz here:

https://community.dynamics.com/b/msftdynamicsblog/archive/2015/07/15/cloud-certification-now-available-for-microsoft-dynamics-crm

Greg Olsen
YellowDuckGuy

Dynamics CRM – Preview Features for CRM Online 2015 Update 1

If you are currently using or have access to Microsoft Dynamics CRM Online 2015 Update 1 then you have the ability to get access to the latest “preview features” delivered by Microsoft.

What is included in the Preview Features?

  • Support for inline frames and web resources with Tablets
  • Web API
  • App for Outlook
  • Office 365 Groups

How do I get access to the Preview Features?

Except for Office 365 Groups and inline frames and web resources with Tablets, you can access the rest of the features by enabling them within your CRM Online instance. This instance must be on the version of Microsoft Dynamics CRM Online 2015 Update 1. 

To Enable: Go to Settings > Administration > System Settings then click the Previews tab (as shown below).

Enable CRM Preview

 

What is the future of Web API?

Over time the Web API will replace the current CRM Organisation Service (CRM 2011 SOAP endpoint) and the Organization Data Service (ODATA) endpoints.  In order for backwards compatibility, Microsoft will keep these available for some years to come so your existing integration can still operate, but it is best start thinking and working with the new Web API.

Also, the good thing about the new Web API is there will only be 1 endpoint for interacting with CRM, not 2 as we currently have. This will also mean the CRM for Outlook add-on will eventually need to use the Web API in order to talk to CRM.

How do I find out more about these preview features?

I will add some links below about each Preview feature so you can read more about them individually rather than me detailing it here on this blog post.  My favourite (if you haven’t guessed already) is the Web API feature.

Greg Olsen
YellowDuckGuy

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