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 …
Tag: Dynamics CRM
How to configurate SQL Reporting Service for Microsoft CRM 2016 / Microsoft Dynamics 365
First, install the Reporting Server for CRM. After creating the reporting instance, install the CRM Reporting Extensions. Be aware, that after the installation, you have to restart the reporting server. After the installation, open the reporting services configuration manager, connect to the created instance and follow the navigation on the left.
Errors during creating a new organisation
Creating a new organisation in CRM may result in an error with the following error „System.IO.IOException: The network name cannot be found.“
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 …
Translations in Dynamics CRM – Part II
In CRM, you can’t only translate the field labels and navigation properties, there is also the product entity, which can be translated. The specialty is, that in the product entity, you can also translate the data itself.
Translations in Dynamics CRM – Part I
Translations in CRM – Part I In CRM, you can enable multiple languages. To enable the languages on premise, you have to install them on the server first. Then you can enable the languages via Settings > Administration > Languages. After you have enabled you preferred languages, you can export the translations of you fields. …
Qualifying Leads and how to prevent creating an account, contact or opportunity
The default process of qualifying a lead creates an opportunity, a contact and an account, if the fields are filled in. But how we can control, which entities are created?
Alternate Keys helps preventing duplicates
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 …
AsyncOperationBase table becomes larger in Microsoft Dynamics CRM
If you check your async table, you might notice, that the table is getting bigger and bigger. But why is this getting bigger? There are several things to remember. Each background operation is saved as an asynchronous operations. But what are background operations?
Problems with the full-text search of dynamics 365
If you are using the full-text search, you may encounter some special behavior. Like adding an account named „STILL“. If you try to find the account with enabled full-text search, you won’t find it. With disabled full-text search, the account can be found with the quick find.