Monday, December 29, 2014

What Outlook features are unavailable in MS CRM 2011, 2013, 2015 for Outlook?

Microsoft Dynamics CRM uses standard Internet Explorer controls, so some Outlook features are unavailable in CRM for Outlook. Use the workarounds in the following table for features that aren’t available.


Email signatures
Use a global email template or use native email signatures in Outlook.
Full-text editing features
Use standard editing controls. For example, press Enter for double-spaced lines and Shift+Enter for single-spaced lines.
Attach files during creation
Save an email activity before attaching files.
Move records by dragging and dropping.
There’s no workaround for dragging and dropping records. Dragging and dropping records causes data loss.
After synchronization with Outlook, 15-minute reminders are created for appointments and service activities created in the Microsoft Dynamics CRM folders or in the web application.
Microsoft Dynamics CRM Service calendar
The CRM Service calendar isn’t available by default, but you can ask your system administrator to add it.


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