Tag: CRM Customization

Customization, Dynamics CRM

Error during exporting default solution

I tried to export the whole default solution with all customizations of our testing environment. After 5 Minutes, the export stops with an error message, but no details. Digging in the logs I found the error for a timeout:

Customization, Development, Dynamics CRM

Removing unmanaged solutions via API

After some time, you will have multiple solutions in your CRM environment. In my case, there were multiple unmanaged solutions, as I have transferred many customizations between my test- and productive environment. Via the solution menu in the settings, you can delete unused solutions, but only one after each other. This consumes much time and …

Customization, Dynamics CRM

Managed vs Unmanaged Solutions

CRM / Dynamics 365 contains the concept of solutions. This means, everybody can build a solution in CRM. What are solutions? Solutions are like adding multiple documents to a zip folder to send them via mail to your friends. CRM also uses this concept, but instead of documents, you can add CRM-Items to this solution. …

Customization, Dynamics CRM

Connecting e-mails with any entity in CRM

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 …

Dynamics CRM, Translations

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 …

Dynamics CRM, Performance

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 …