With the new update, the preview of “Sales Copilot” is enabled by default. If you are looking for an environment setting or a feature-flag you won’t find it.
Category: Customization
Case origin not visible in personnel view
If you’re looking for the field caseorigincode you may not find it in the advanced find of the case. Trying to add the field is also not possible, as the field is not available in the Edit Columns Dialog.
Disable synchronizing birthdays of contacts to outlook
CRM synchronizes multiple attributes from crm to your outlook contacts and backwards. This includes the birthday of a contact. Based on this, you will get multiple notifications in your outlook, if you have many contacts.
Workflows and their parent connection
The usual process of developing a workflow is, to create a workflow on your development system, test it, pack it in a solution and transfer the solution to your productivsystem (with different levels of testing, qm, … between). If you check the process entity after some deployments with the advanced find, you will find multiple …
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). …
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 …
Reactivate of records calls onSave function
Today I tried to reactivate a lead in our crm system, but that failed with an error based on the checks in my onSave() function in my custom javascript. Therefore I was digging around and found out, that reactivating calls the onSave-function with additional information.
TurboForm (TurboNotifier) on Forms
Today I was wondering, why crm is showing a green Icon with the text “TurboForm” on my account form. I digged in all my solutions, settings and browser extensions but wasn’t able to find the source of this green bar.
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: …
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’, …