Author: Michael Mittermair

Dynamics CRM

Converting PersonalViews to SystemViews

If you think of migrating your CRM-System to another system or just want to transfer a view from you test environment to the productive system, creating a new solution and adding the items is easy. However, what are you doing, of some of your “Expert Users” created some personal views, which also should be transferred?

Dynamics CRM, Server-Side-Integration, Sharepoint ListComponent

Removing the sharepoint id of crm-created folders

You have setup your CRM with a connection to SharePoint (List Component or Server-Side-Integration) and you do not want CRM to add the GUID to the folder name. There is no out of the box option in the CRM-UI.

CRM Outlook, Dynamics CRM

Cleaning up CRM Sync Entry tables in CRM 2016 and Dynamics 365

Sometimes, there are problems with this sync and the user can’t go offline. To fix this error, you might clean up the tables with the synced information. This means, that the client seems to be a “new” client to CRM and will be fully resynced on the next offline-sync.

CRM Outlook, Dynamics CRM, Microsoft Dynamics CRM 2016 for Microsoft Office Outlook (Outlook client)

Error: “Waiting for a page to be retrieved from a Microsoft Dynamics 365 server”

Still using the Microsoft Microsoft Dynamics CRM 2016 for Microsoft Office Outlook plugin? Also struggling with the error message „Waiting for a page to be retrieved from a Microsoft Dynamics 365 server…”? There is a solution for this problem!