Tag: 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

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). […]
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 […]
Microsoft Dynamics 365 (on premises) Update 2.4
Since a few days, there is a new update available on the Microsoft site. The new fixes and information is already online since more than a week, but the download link was referring to the old update and afterwards to a generic site. Today, the link is referring to the correct download page. […]
Reactivate of records calls onSave function
Today I tried to reactivate a lead in our crm system, but that failed with an error based on the checks in my onSave() function in my custom javascript. Therefore I was digging around and found out, that reactivating calls the onSave-function with additional information. In my case, the most important property is the saveMode […]