Category: Customization

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, 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’, …

Customization, Development, Dynamics CRM

Stop sending appointment-invitation to attendees

Based on my previous post, CRM is sending appointments automatically to the attendees. But what if you don’t want CRM to send this appointments? The system itself has no option, to disable this behavior, but there is a workaround. This is not just configurable in CRM but also on Exchange.

Customization, Dynamics CRM

Creating appointments, which are sent as invitation to attendees

Creating and tracking appointments to Dynamics CRM is one of the base functions to keep all information per account and contact at one place. Therefore all appointments with a customer should be created or tracked to CRM. But be careful with this approach. As soon as you create an appointment in CRM, this appointment will …

Customization, Development, Dynamics CRM

Hide or remove unused business process flows.

There are some default “business process flows” in CRM. After a new installation or upgrade of Dynamics CRM and installation of the current version of FieldService, you will find some default business process flows. If you want to hide or delete this, just keep reading.