Tag: Dynamics365

Dynamics CRM

Converting PersonalViews to SystemViews

If you think of migrating your CRM-System to another system or just want to transfer a view from you test environment to the productive system, creating a new solution and adding the items is easy. However, what are you doing, of some of your “Expert Users” created some personal views, which also should be transferred?

Dynamics CRM, Server-Side-Integration, Sharepoint ListComponent

Removing the sharepoint id of crm-created folders

You have setup your CRM with a connection to SharePoint (List Component or Server-Side-Integration) and you do not want CRM to add the GUID to the folder name. There is no out of the box option in the CRM-UI.