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dynamics app outlook

  • 1.  dynamics app outlook

    Posted Mar 11, 2019 09:47 AM
    ​we have used the Dynamics App for outlook for over a year and now. Our dynamics is an online version, with exchange also in the cloud. We have found the app is not as stable as it should be, where the emails sometime successfully track and other times the app does not track with various errors, track pending status. I have worked with Microsoft support on multiple occasions with never a solid fix.

    One- are others finding the app for outlook inconsistent?
    two- are there other products out there to track emails to the contact, opportunity

    Any thoughts or suggestions are welcomed

    Heath

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    Heath Purdy
    IT Operations Engineer
    ACIS
    Boston MA
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  • 2.  RE: dynamics app outlook

    TOP CONTRIBUTOR
    Posted Mar 11, 2019 10:17 AM
    Hi, Heath...

    Not sure if this would be a practical option for you, but we manually Set Regarding email items (as opposed to automatically tracking) using the Categorized Search lookup and have found this approach to be fairly reliable.

    John

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    John Ireland
    CRM System Coordinator
    American Board of Family Medicine
    Lexington KY
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  • 3.  RE: dynamics app outlook

    Posted Mar 11, 2019 10:32 AM
    ​Thanks John, our users do set the regarding options manually. Thanks for the insight

    ------------------------------
    Heath Purdy
    IT Operations Engineer
    ACIS
    Boston MA
    ------------------------------



  • 4.  RE: dynamics app outlook

    TOP CONTRIBUTOR
    Posted Mar 12, 2019 10:54 AM
    Hi Heath,

    A 3rd party option I am aware of and have used in the past is LinkPoint360. This is an Outlook plugin that works more like the older CRM Outlook plugin; but significantly better. It has a lot more features than the older plugin. It also happens to be the #1 Outlook app for that other CRM system that shall remain nameless here... :)

    LinkPoint Connect: Desktop Edition for Microsoft Dynamics CRM | LinkPoint360
    LinkPoint360 remove preview
    LinkPoint Connect: Desktop Edition for Microsoft Dynamics CRM | LinkPoint360
    With LinkPoint Connect, users can view and create any Microsoft Dynamics CRM entity from within Microsoft Outlook or IBM Notes. Our flexible integration allows users to record emails, create new contacts or leads, and automate synchronization of contacts, calendars, and tasks. Save time. Work efficiently. Close more deals.
    View this on LinkPoint360 >

    Mike

    PS - The LinkPoint team provides great service as well. Check out the free trial to see if that works better for your users.




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    Mike Hammons
    Director, Business Intelligence
    AKA Enterprise Solutions

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  • 5.  RE: dynamics app outlook

    Posted Mar 12, 2019 11:13 AM
    ​Great, thanks Mike. I will give this a try

    ------------------------------
    Heath Purdy
    IT Operations Engineer
    ACIS
    Boston MA
    ------------------------------



  • 6.  RE: dynamics app outlook

    Posted Mar 12, 2019 01:59 PM
    ​We too have used the app and the prior plugin. While the plugin crashed, we didn't get the missed tracked items. We have grown frustrated with this as well and I'll look at the other solution mentioned. Let's touch base and see how we both make out.

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    Steve Antico
    Director of Client Relations
    PKF O'Connor Davies, LLP
    Harrison NY
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  • 7.  RE: dynamics app outlook

    TOP CONTRIBUTOR
    Posted Mar 13, 2019 11:06 AM
    @Heath Purdy - Another 3rd party solution you may want to check out is Riva. They have a great product and different approach on how they handle syncing between CRM and Outlook.

    https://www.rivacrmintegration.com/integrations/microsoft-dynamics-crm/ ​

    ------------------------------
    Aaron Back, MCSE
    Sr. Microsoft Dynamics 365 Consultant
    www.acemicrotech.com
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
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  • 8.  RE: dynamics app outlook

    Posted Mar 13, 2019 11:11 AM
    ​Thank you Aaron, I will try this solution out.

    Heath

    ------------------------------
    Heath Purdy
    IT Operations Engineer
    ACIS
    Boston MA
    ------------------------------



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