Tag: Field Service

Administration, Dynamics CRM, Field Service

Setting the Geocode for accounts with a workflow

July 30, 2019September 10, 2019 | by Michael Mittermair

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 …

Customization, Dynamics CRM, Field Service

Checking the status of the imports jobs

October 3, 2018January 6, 2019 | by Michael Mittermair

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.

Dynamics CRM, Field Service

Installing Microsoft Field Service

November 9, 2017November 12, 2017 | by Michael Mittermair

You can use Microsoft Field Service Online and On-Premise. To download the Installation-Package for On-Premise, use the following link: https://mbs.microsoft.com/customersource/northamerica/365Enterprise/downloads/product-releases/365fieldservicedownloads

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Unable to activate a user

Today, I had the problem, that I wasn’t able to activate one of my crm users. Based on the error message, I wasn’t able to identify, where the problem might be. [crayon-6010cec322354106229732/] But based on the error message, I started checking the ActiveDirectory-User. But the user exists and also the e-mail-address is correct. Next step […]

E-Mails are stuck in “Pending send”-Status

The last week I had the problem, that some emails were sent to the customer, the field “Date Sent” (senton)-Field is was filled with a date, but the status was still in “pending send”. Based on the fact, that the field “date send” was filled, I checked the mailserver, if the mail was really sent. […]

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 […]

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”. There are […]