Tag: CRM 2016

Administration, Customization, Dynamics CRM, Solutions

Workflows and their parent connection

The usual process of developing a workflow is, to create a workflow on your development system, test it, pack it in a solution and transfer the solution to your productivsystem (with different levels of testing, qm, … between). If you check the process entity after some deployments with the advanced find, you will find multiple …

Development, Dynamics CRM

Plugin error with cryptic error message

Plugins are a common way to add functionality, especially in an on premise system, as there is missing the possibility for using the flows. I created such a plugin, which uses some of the localization methods, deployed the plugin to my development system and got the following error.

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: