Category: Administration

Administration, Dynamics CRM, Field Service

Setting the Geocode for accounts with a workflow

Each account in crm has the default fields address1_latitude and address1_longitude. These fields can be filled manually or via a tool, connecting a service provider like google maps or Bing maps. With the field service module, you already have Bing maps included. To enable the automatic filling, navigate to Field service > Administration > Field Service …

Administration, Customization, Dynamics CRM

Dynamics 365 Outlook App – customizations

If you are using the outlook app for dynamics 365 you have to check your pre-requirements (MS Docs). After a successful setup, you open your app in the outlook and track an item. There you’ll find a ‘+’, that indicated, that you can track you item to a new entity record (an contact for example). …

Administration, Customization, Dynamics CRM

Lead to Opportunity Sales Process

After a default installation of CRM, there is a business process flow (BPF) named Lead to Opportunity Sales Process. This BPF is enabled by default and used the internal name leadtoopportunitysalesprocess. You can disable this BPF, but keep in mind, that this BPF is important to set the Qualifying Opportunity. After qualifying a lead, this …

Administration, Dynamics CRM

Microsoft Dynamics 365 (on premises) Update 2.4

Since a few days, there is a new update available on the Microsoft site. The new fixes and information is already online since more than a week, but the download link was referring to the old update and afterwards to a generic site.   Today, the link is referring to the correct download page.   …

Administration, Customization, Dynamics CRM, Security Roles

You must map your Active Directory user account to at least one enabled Microsoft Dynamics CRM User who has the System Administrator security role before the organization can be imported.

Today I tried to import the database of our productive environment into our test-environment, to check a few things and test some features, without interrupting the productive environment. Using the Deployment Manager I run the wizard of importing an organization, but at the step of mapping the users, I was getting the following error message: …

Customization, Dynamics CRM, Solutions

The label ‘Tab’, id: ‘…’ already exists. Supply unique labelid values.

I had to transfer some forms of our test environment to our productive environment and therefore, I created a solution. In this solution all forms, fields and related items where added. I exported the solution and tried to import it to our productive system. But the import stopped and throw the error “The label ‘Tab’, …