Understanding Server-side Sync

Server-side Synchronization (SSS) is an alternative to Outlook synchronization which requires the CRM for Outlook add-in running in your Outlook for syncronization to take place. To help you understand SSS we have recently published a new whitepaper "Server-side Synchronization in Dynamics CRM and Dynamics CRM Online". The whitepaper describes in detail the process for synchronizing accounts, … Continue reading Understanding Server-side Sync →

Save time and be consistent with email signatures in Dynamics CRM

In Dynamics CRM 2016 you can now create a signature for your CRM email or for a queue. Use an email signature to save time and be consistent in your responses. The owner of an email signature can be a user or a team. How to create an email signature Click the Settings button (1) … Continue reading Save time and be consistent with email signatures in Dynamics CRM →

Configuring the brand new Engagement Hub in Dynamics CRM 2016

In my previous blog post "First Glance: the brand new Engagement Hub in Dynamics CRM 2016" we took at look at the new user experience in the brand new Engagement Hub, using the built in dashboards for Tier 1 agents, Tier 2 agents and Knowledge Management. Obviously you can build your own dashboards too. Before you … Continue reading Configuring the brand new Engagement Hub in Dynamics CRM 2016 →

First Glance: the brand new Engagement Hub in Dynamics CRM 2016

With Dynamics CRM 2016 comes the brand new Engagement Hub. I just received a preview instance of Dynamics CRM 2016 and did some initial testing of the look and feel of the new Engagement Hub This new online user experience (UX) design provides a modern and intuitive end user experience for customer service roles. Dashboards … Continue reading First Glance: the brand new Engagement Hub in Dynamics CRM 2016 →