Category: Tips and Tricks

Aug 17

Five Compelling Reasons To Use The Mobile Outlook App

Outlook is the most popular email client on desktops. Why not enjoy the same experience on your phone?   In my post last week, I introduced the first great reason to replace your phone’s native email app with Outlook — namely, easy integration with Dynamics 365. Below are the four other main reasons I recommend […]

Aug 10

Big Improvements in Mobile Outlook / CRM Integration

Now you can track emails in Dynamics 365 anytime, anywhere. I was out of the office the other day when I received a couple emails I wanted to 1) track-back to Dynamics 365, and 2) create new Lead records for. If you’ve tried the same thing on your phone in the past, you know what a pain it was. […]

Jul 13

Avoid this easy-to-make Dynamic 365 mistake.

  It was 11:00 last Thursday evening when our own Glenn Kinstler did something he really shouldn’t have. Three hours later, as his head hit the pillow, he asked himself how he could someday use his blunder to serve the Greater Good.   ‘That’s it: I’ll call it a Learning Experience.’ “The short version is, I […]

Yammer Logo 2
Nov 02

Turns out you CAN remove Yammer from CRM Online!!

What was once impossible, is now possible Many of you may be aware that Microsoft offers Yammer integration with CRM Online.  Yammer is Microsoft’s “Enterprise Social Network” and provides a way for employees to communicate without e-mail.  Enabling Yammer for CRM Online is easy – too easy in fact.   According to Microsoft documentation, once Yammer […]