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.
Tag: CRM Customization
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. …
Reactivate of records calls onSave function
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’, …
Quick create not opening from subgrid
I created a new custom entity and added a subgrid of this new entity to my account entity. Clicking the Plus in the right, upper corner the system opens a new line with a magnifying glass (like it shows in the screen below) instead of the quick create flowing from the top.
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:
>MSCRM Error Report:
Error: Request timed out.
Error Message: Request timed out.
Error Details: Request timed out.
Source File: Not available
Line Number: Not available
Request URL: https://crm/CRM/_grid/cmds/dlg_exportsolution.aspx?appSolutionId=%7bFD140AAF-4DF4-11DD-BD17-0019B9312238%7d&command=exportsolution&ismanaged=0&optionxml=%3csettings%3e%3cexportAutoNumber%3efalse%3c%2fexportAutoNumber%3e%3cexportCalendar%3efalse%3c%2fexportCalendar%3e%3cexportCustomization%3efalse%3c%2fexportCustomization%3e%3cexportEmailTracking%3efalse%3c%2fexportEmailTracking%3e%3cexportGeneral%3efalse%3c%2fexportGeneral%3e%3cexportMarketing%3efalse%3c%2fexportMarketing%3e%3cexportOutlookSynchronization%3efalse%3c%2fexportOutlookSynchronization%3e%3cexportRelationshipRole%3efalse%3c%2fexportRelationshipRole%3e%3cexportSales%3efalse%3c%2fexportSales%3e%3cexportExternalApplications%3efalse%3c%2fexportExternalApplications%3e%3cexportIsvConfig%3efalse%3c%2fexportIsvConfig%3e%3c%2fsettings%3e
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 …
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. …
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 …