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Dynamics 365 Appointments: How to Save as Draft & Only Sync When Ready
Jan 22, 2019

Dynamics 365 Appointments: How to Save as Draft & Only Sync When Ready

Syncing your appointments in Dynamics 365 is a great feature that keeps everyone's calendars up-to-date. But what if you do not want to sync all appointments, or maybe you want some time to refine or draft an appointment prior to synchronizing it; and by doing so, send an email to the...

Categories: Microsoft Solutions

Tags: Dynamics 365 for Sales, Microsoft, CRM, Tech Tip

Dec 07, 2018

Email Correlation in Dynamics 365

We recently discovered some very specific requirements around matching incoming emails to the correct record in Dynamics 365.  This customer had an issue with ongoing email conversations where the senders were not tracking their emails in Dynamics 365, but rather relying on the Email tracking and Smart Matching features within Dynamics 365 to handle the job for them.  Our focus during this project was to optimize performance, and saving time was a key factor.  

Categories: Microsoft Solutions

Tags: Dynamics 365 for Sales, Microsoft, Tech Tips + Tricks


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