Tag: Dynamics365

Administration, Dynamics CRM

SSL-Certificate replacement on CRM on-premise

Last week, I had to replace the existing ssl-certificate on our crm on premise systems. I installed the ssl-certificates in the IIS certificate store and also installed the corresponding root certificates. I changed the binding in IIS and checked the certificate in the browser, everything was working fine. But after abound 1 hour, the whole …

CRM Outlook, Dynamics CRM

In which case you can follow an appointment in CRM

You open your outlook and got an important appointment. Therefore you want to track this appointment to an entry in CRM. But in which of the cases are you allowed to track the appointment and why you might get the message “You can’t track this meeting because it was organized by another user”.

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

Sender-attributes of e-mails

Fetching E-Mails from crm, there are multiple attributes. If you like to know, who has sent the mail, you need the attribute sender. This attributes contains the e-mail-address. But CRM also connects the sender with an account or contact, if the e-mail-address field is filled in with the mail address. In my post Connecting e-mails …

Administration, Dynamics CRM, Field Service

Setting the Geocode for accounts with a workflow

Each account in crm has the default fields address1_latitude and address1_longitude. These fields can be filled manually or via a tool, connecting a service provider like google maps or Bing maps. With the field service module, you already have Bing maps included. To enable the automatic filling, navigate to Field service > Administration > Field Service …

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

Dynamics 365 Outlook App – customizations

If you are using the outlook app for dynamics 365 you have to check your pre-requirements (MS Docs). After a successful setup, you open your app in the outlook and track an item. There you’ll find a ‘+’, that indicated, that you can track you item to a new entity record (an contact for example). …

Administration, Customization, Dynamics CRM

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 …

Dynamics CRM, Update Rollup

Action Microsoft.Crm.UpdateWrapper.MspInstallAction failed. Fatal error during installation

During the update to Microsoft Dynamics 365 Version, I got an error with the message “Action Microsoft.Crm.UpdateWrapper.MspInstallAction failed. Fatal error during installation”.