Two Minute Tuesday | Episodes 73 - 85

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Episodes 73 - 85
  • Episode 78: Use OUTLOOK CATEGORY to track emails!
    2 Minutes

    Server-side synchronization now allows tracking of emails, appointments and tasks in Outlook with a special category Tracked to Dynamics 365. Assigning this category to an email, appointment or a task in Outlook syncs the item to Dynamics 365 for Customer Engagement. Similarly, removing the category from a tracked email, appointment or task untracks it from Dynamics 365 for Customer Engagement. Let me show you how to enable it! OrgDBSettings Editor: https://github.com/seanmcne/OrgDbOrgSettings/releases More info on this functionality: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/use-outlook-category-track-appointments-emails More tips from this tool: - Changing Phone Call behavior: https://www.youtube.com/watch?v=MXjoFAFRFWQ - Export 1 million records to Excel: https://www.youtube.com/watch?v=vwa1DXAaQvk