TIPS & TRICKSMicrosoft Dynamics CRM Consider the following scenario. In Microsoft Dynamics CRM 4.0, you change the telephone format. You go offline in the Microsoft Dynamics CRM client for Microsoft Office Outlook. When you are offline, you modify the contact record. Then, you go online. In this scenario, the format of the contact telephone number is changed to a different format. For example, you add a telephone number to your contacts by using the following format: +41 12 – 345678. If you modify some of your contacts and then go online to synchronize the contacts, the telephone number in those contacts is changed to the following format: 41 12 345678 If you use the Microsoft Dynamics CRM 3.0 client for Microsoft Office Outlook, all contacts in Microsoft Dynamics CRM are updated with the new format. If you use the Microsoft Dynamics CRM 3.0 client for Microsoft Office Outlook Compatibility Update or the Microsoft Dynamics CRM 4.0 client for Microsoft Office Outlook, only the contacts that you modified when you were offline are updated with the new format. Why does this happen? This issue occurs because Outlook converts each telephone number to the canonical address format. To resolve this issue, use one of the following methods: Method 1: Exclude contacts in the synchronization process To exclude contacts in the synchronization process, follow these steps: 1. Start Microsoft Office Outlook. 2. On the CRM menu, click Options. 3. Click the Synchronization tab. 4. Click to clear the Contacts check box, and then click OK. Method 2: Use the canonical address format Use the canonical address format when you type the telephone number for a contact or for an account in Microsoft Dynamics CRM 4.0. For example, use the following format: +41 (123) 456789 Notes · Type +, and then type the country code of the number. In this example, type +41. · Type an opening parenthesis, type the area code, and then type the closing parenthesis. In this example, type (123). · Type the local number. In this example, type 456789. [ Top ]
Salesforce Encrypted Fields
Need to store sensitive information in your Salesforce database? Now you can with the encrypted field option. Encrypted custom fields are a new custom field type called “.Text (Encrypted)”. This type of field stores text that has the option to display the data in one of two mask characters (* or X). Encrypted fields can be created on any object. The display value of an encrypted custom field is determined by the “.View Encrypted Data” permission in custom profiles. If it is selected, the users can see the data. Otherwise, the user will see the masked data. For example: You can create a custom contact field named "SSN. with a mask type of “.Social Security Number" and a mask character of” .X”. When users enter data in this field, it is encrypted and stored in the database. When users without the “.View Encrypted Data” permission view the field, Salesforce displays the mask (e.g., XXX-XX-1234) instead of the value originally entered. [ Top ] | 