Tag: business process flow

Administration, Customization, Dynamics CRM

Lead to Opportunity Sales Process

March 18, 2019March 18, 2019 | by Michael Mittermair

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 …

Customization, Development, Dynamics CRM

Hide or remove unused business process flows.

January 2, 2019January 6, 2019 | by Michael Mittermair

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.

Disable Sales Copilot Preview for Dynamics 365
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. To disable the Copilot, you have to do it for each app. Therefore navigate to the app “Sales Hub”. At the left bottom, you navigate to the […]
Troubleshooting importing emails again
The last week I had the problem, that some e-mails weren’t imported to my queues from the exchange mailbox. Therefore, I set the field ProcessEmailReceivedAfter in the mailbox (How to import emails again into queues from exchange) via the api. But after that, the mailbox didn’t import any emails. I checked the date in the […]
Enable Mailbox via C#/SDK
In the last days, I struggled with different challenges on the mailboxes. Therefore, I had to change different attributes on multiple mailboxes. A bulk-update via advanced find is only possible on the server profile. Therefore, I decided to create a small console application to set the attributes and test the mailbox again. First I queried the […]
Registering plugins in CRM with errors
Registering a plugin in CRM may result in an error. In my case, I was registering a new assembly and got an error that the assembly has a total of [0] plugin/workflow activity types.