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.
How to import emails again into queues from exchange
Today a customer told me, that some mails are not in the queue, but are available in the exchange mailbox. Therefore I started searching. As the whole Server-Side-Sync-Job is just a blackbox, I started to check the plugins and found an error. This caused an exception and therefore blocked the import of the email. I …
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 …
Sender-attributes of e-mails
Fetching E-Mails from crm, there are multiple attributes. If you like to know, who has sent the mail, you need the attribute sender. This attributes contains the e-mail-address. But CRM also connects the sender with an account or contact, if the e-mail-address field is filled in with the mail address. In my post Connecting e-mails …
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 …
Microsoft Dynamics 365 On-Premise Cumulative Updates
Since march 2019, Microsoft provides updates for on-premise installations every month. You can find the download links and also the change log here
Plugin error with cryptic error message
Plugins are a common way to add functionality, especially in an on premise system, as there is missing the possibility for using the flows. I created such a plugin, which uses some of the localization methods, deployed the plugin to my development system and got the following error.
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Microsoft.Crm.Sdk.Messages.RetrieveLocLabelsResponse cannot be cast to [B]Microsoft.Crm.Sdk.Messages.RetrieveLocLabelsResponse. |
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 …
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. …