March 2016

With the upgrade to CRM 2016 Online comes one of many new features – CRM App For Outlook.  The CRM App For Outlook provides a new user experience to tracking emails in CRM from Outlook using Serverside Synchronization for Incoming Email. To start your configuration for CRM App For Outlook, you drop down the top navigation bar and go to Settings -> CRM App For Outlook:   In order...

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One of the standard features that comes with Dynamics CRM is to convert Appointment to Opportunity. You can simply Convert To click Convert To button and select Opportunity, which results in below pop-up window By default, the results after converting Appointment to Opportunity are: The Required attendee field is mapped to Customer field on Opportunity The opportunity is set as Regarding object on Appointment The appointment status...

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