Tag: CRM 2016

Administration, Customization, Dynamics CRM, Security Roles

You must map your Active Directory user account to at least one enabled Microsoft Dynamics CRM User who has the System Administrator security role before the organization can be imported.

Today I tried to import the database of our productive environment into our test-environment, to check a few things and test some features, without interrupting the productive environment. Using the Deployment Manager I run the wizard of importing an organization, but at the step of mapping the users, I was getting the following error message: …

Customization, Dynamics CRM

Creating appointments, which are sent as invitation to attendees

Creating and tracking appointments to Dynamics CRM is one of the base functions to keep all information per account and contact at one place. Therefore all appointments with a customer should be created or tracked to CRM. But be careful with this approach. As soon as you create an appointment in CRM, this appointment will …

Customization, Development, Dynamics CRM

Hide or remove unused business process flows.

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.

Customization, Dynamics CRM, Field Service

Checking the status of the imports jobs

Today I tried to import the field service solution to my vanilla organization on an on premise system. I started the PackageDeployer and followed the instructions and then, the import started and the circle was running. After some time I thought, that the import might have failed, because there was no progress.

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. …