In this blog, we highlight a lesson learned when we used a Dynamics 365 Customer Engagement online data source connector, called Instance Web API, for Power BI reports.
Whether you are just getting started with Microsoft Dynamics CRM using Outlook or you've been set up for a while, it is always nice to tweak your settings for maximum performance. Configuring Microsoft Dynamics CRM for Outlook for optimal performance is important so that your PC doesn't get bogged down with unnecessary amounts of data syncing.
It only takes a few minutes to configure the filters, and it will help you avoid creating duplicate records and make it so you don't have to enter information in two different places. PowerObjects has put together this quick video to walk you through the process. Check it out!
If you are interested in other topics, check out our Power Knowledge Series of helpful crm "how-to" videos. Check back often as we are updating and adding videos and information often:
Feel free to contact our CRM experts for any of your Microsoft Dynamics CRM related needs.