{USEFUL to know}New CRM for Outlook Basics eBook joins growing family of Dynamics CRM eBooks

With the CRM for Outlook add-in, you can take advantage of all that CRM has to offer directly from the familiar Microsoft Outlook interface. And now there’s an eBook that walks you through the steps of using CRM for Outlook.

The new CRM for Outlook Basics eBook describes everything you need to get started. In this eBook, you’ll learn how to use CRM for Outlook to work with lists, track (sync) email and other activities, and nurture your leads and opportunities through the sales process. You’ll also learn how to work offline with CRM for Outlook so you can be productive wherever you are.

Download the ebook

Source: Microsoft CRM Team blog

Hope it helps!

{Quick Tip} Design it simple when you can with Dynamics CRM

Sometimes there are many simple options available to get to what customer needs. I will like to cite this with an example.

The new social pane in CRM 2013 and CRM 2015 is pretty good.

However, there are lot of limitations on it say you want to edit Add phone call form, it is not possible to do so.

In our case there are certain fields which client wanted to keep which were necessary to route phone calls to correct team and queue.

So, the ask from customer was in some way to add the phone call from there. Now there can be big unsupported ways which can be tried.

But the solution I suggested was a simple Activity sub grid instead of social pane.

The effect, it routes to the native form, also populates regarding. See the screen below:

clip_image002

It’s pretty effective and simple. Not only that when you hit + button,

clip_image004

You get popped up to default phone call form and fill in the details. This gives what the customer is looking for in a very simple way.

Hope it helps!

{ADVANCED CRM KNOW-HOW} Enable or disable tracing for Microsoft Dynamics CRM 2015/2013 for Outlook

On CRM for outlook, if you are facing any issues and want to see trace logs:

1. On the computer running CRM for Outlook, click Start, click All Programs, click Microsoft Dynamics CRM 2015, and then click Diagnostics.

2. Click the Advanced Troubleshooting tab, and then select Tracing to enable or click to clear Tracing to disable.

3. Select a Tracking level from the drop-down list.

4. Click Save.

You can reduce the amount of information during the trace by setting the TraceCategories Windows registry value. For example, you can set the value so that only error messages are recorded. Reducing the amount of logging can be helpful when you troubleshoot specific issues, such as when you receive error messages going offline. To do this, follow these steps.

Notice that tracing must already be enabled for the following steps to work.

1. On the computer where you have installed CRM for Outlook start RegEdit and locate and then click the following registry subkey: HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient.

2. If the TraceCategories string value does not exist add it. To do this, right-click MSCRMClient, click New, click String Value, type TraceCategories and then press ENTER.

3. Right-click TraceCategories, click Modify, type Application.Outlook:Error, and then click OK.

Source: Technet

Note: Turning on verbose tracing during process intense actions such as Outlook startup, or going online and offline with CRM for Outlook, is not recommended and could result in stability issues with CRM for Outlook.

This task contains steps that tell you how to modify the registry. However, serious problems might occur if you modify the registry incorrectly. Therefore, make sure that you follow these steps carefully. For added protection, back up the registry before you modify it. Then, you can restore the registry if a problem occurs.

Hope it helps!