Tag: CRM Customization

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.   …

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, Dynamics CRM

Error during exporting default solution

I tried to export the whole default solution with all customizations of our testing environment. After 5 Minutes, the export stops with an error message, but no details. Digging in the logs I found an error, which is telling me, that the process was running into a timeout:

Customization, Development, Dynamics CRM

Removing unmanaged solutions via API

After some time, you will have multiple solutions in your CRM environment. In my case, there were multiple unmanaged solutions, as I have transferred many customizations between my test- and productive environment. Via the solution menu in the settings, you can delete unused solutions, but only one after each other. This consumes much time and …

Customization, Dynamics CRM

Managed vs Unmanaged Solutions

CRM / Dynamics 365 contains the concept of solutions. This means, everybody can build a solution in CRM. What are solutions? Solutions are like adding multiple documents to a zip folder to send them via mail to your friends. CRM also uses this concept, but instead of documents, you can add CRM-Items to this solution. …

Customization, Dynamics CRM

Connecting e-mails with any entity in CRM

If you receive an e-mail in CRM, the system connects this e-mail with different entities. For example with the contact, which has set the mail address as the primary mail address. Also with the primary mail address of the account. But how to connect the e-mail with an entity like a special login entity for …

Dynamics CRM, Translations

Translations in Dynamics CRM – Part III

Manage field translations programmatically is also possible and therefore useful as you might import your products from another system and therefore also want to import the translations via the import. Therefore, load the item, where you want to update or add your translation. Then you have to check, if the translation for your language already …