Tag: CRM Customization

Translations in Dynamics CRM – Part III

February 11, 2018January 3, 2019 | by Michael Mittermair

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 …

Dynamics CRM, Performance

Alternate Keys helps preventing duplicates

January 11, 2018April 16, 2018 | by Michael Mittermair

If you want to prevent duplicates in CRM, you can use duplicate detection rules. This will inform the users, that there is a duplicate, but it’s just an information. The user can click save and the duplicate will be created. If you use the SDK, you won’t get an information about duplicates automatically. Only if …

Dynamics CRM, Sharing

Disable implicit sharing

November 17, 2017November 12, 2021 | by Michael Mittermair

If you check your POA-Table, you might find that it is getting big. Searching for the problem, you might also find out, that each of your record is shared with the owner of the parent record.

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.