I googled the question above and found an answer about crm 2013 - it's possible to have up to 10 business flows per entity, I'm using crm 2016 and current added 17 business flows to a single entity, I need to know if in crm 2016 there is a limitation on business flow per entity and if there is how many can I create per Entity?
You can have 10+ Business process flows created per entity in CRM, but only of 10 (maximum) can be activated at any point of time. Other BPFs will be in draft mode.
To ensure acceptable performance and the usability of the user
interface, there are some limitations you need to be aware of when you
plan to use business process flows:
There can be no more than 10 activated business process flow processes
per entity.
Each process can contain no more than 30 stages.
Multi-entity processes can contain no more than five entities.
Applies To
Dynamics 365 (online)
Dynamics 365 (on-premises)
Dynamics CRM Online
Dynamics CRM 2016
Dynamics CRM 2015
Dynamics CRM 2013
Reference
If you have more than 10 activated BPFs, Verify if someone in your team modified your CRM database entry (if it’s onprem) MaximumActiveBusinessProcessFlowsAllowedPerEntity in an unsupported way.
Related
I have 17 different organizations of Dynamics CRM 2011. I want to create a user in one of them and then export/import that user to the remaining 16 organizations. I tried to use XRMToolBox, but i do not see an option for user transfer. Please assist.
I wanted to know if and how CRM For Outlook application (for the Outlook client) carries out synchronization of Appointments, Tasks and Contacts with CRM Online. I am also not sure if POP3/SMTP supports Appointments, Contacts or Tasks of any kind.
I Googled for this information but was not able to find desired information.
Kindly advised.
There are a number of ways to do this and there is documentation available, I suggest looking at the following:
Integrate your email system with Microsoft Dynamics CRM.
To store email and other messaging records in CRM, you need to
synchronize your email system with CRM. There are three ways to do
this:
Server-side synchronization
Microsoft Dynamics CRM for Outlook
Microsoft Dynamics CRM Email Router
You can also use server-side synchronization together with Dynamics
CRM for Outlook.
Outlook Synchronization in Microsoft Dynamics CRM
Overview of CRM for Outlook synchronization
Microsoft Dynamics CRM manages replication of information between the
central CRM database and the local data store on a computer running
Microsoft Dynamics CRM for Microsoft Outlook by using Outlook
synchronization and server-side synchronization.
Outlook synchronization
CRM for Outlook (also known as “the Outlook client”) supports Outlook
synchronization, which is synchronizing CRM contacts and CRM
activities to Outlook folders. Outlook synchronization enables Outlook
users to view CRM information, including contacts, tasks, phone calls,
letters, faxes, appointments, and email, within the Outlook interface.
Server-side synchronization
Starting with Dynamics CRM 2013, server-side synchronization is
available, which is used to integrate CRM with Exchange and POP3 or
SMTP-based email servers. This has benefits compared to using the
email router because it’s built in to CRM and doesn’t require a
separate component. It also has benefits compared to Outlook
synchronization by eliminating the load on clients.
How do I delete and create a new instance on Dynamics CRM Online 2016 with a clean set of Users?
Our organisation has Microsoft Dynamics CRM Online internal use rights (IUR) benefit for MPN members with 15 licences. This gives us a Production and a Sandbox licence to use.
I have assigned 10 license.
When I delete and recreate either the Sandbox or Production instance I get my 10 users I expect, but then I also have 4 additional users which I think came from an earlier on premise version of CRM we were trialing.
The Full name either has a # symbol at the beginning or the end of their name.
These other 4 users do not consume a licence but are listed under the enabled users. I can't disable them or seem to get rid of them.
How can I completely reset my Dynamics CRM Online 2016 instances?
Deleting them and recreating them just seems to always create the same set of users.
The issue was due to the users being assigned the role of "Global Administrator" in Office 365.
Any users marked with the role of "Global Administrator" will be automatically included in your Dynamics CRM Online users. Even if they are not assigned a Dynamics CRM Online licence.
The good news is that they do not consume a CRM licence. The bad new is that they are always active in the list.
I'm trying to set up our software development company on Dynamics CRM 2016. I've customized almost everything I need such as accounts, leads and processes. However, It still feels that the CRM is designed for company with tangible products and shipping, etc...
Is there a way to setup Dynamics CRM for professional service company rather than product company?
This is not correct.
You can perform many actions that a professional service provider business model contains. For example, you can create and/or schedule:
Phone calls
Tasks
Appointments
Emails
You can also use marketing module for your services. Campaigns and quick campaigns.
You can gather leads, work upon those unqualified leads and convert them to opportunities.
You can also record invoices for your services as your products.
And so on ...
And the best part is that Microsoft has provided so many customization and development options in Dynamics CRM that you can almost use the XRM platform to just manage any type of relationship management. So, you can customize or even add new entities and relationships to suite your particular business needs.
One thing to keep in mind: First, always try to map your business requirements on the existing CRM processes so that you can take advantage of the out-of-the-box provided processes and reporting.
Update
The deployment/set up procedure for Dynamics CRM is same for all business domain. However, you may customize and extend Dynamics CRM, put those extensions and customizations in one or more solutions and then import those solutions over the target instances.
Update
You may override product price on quote (for example) by double clicking the product grid record on the quote form. See below image:
We are using MS CRM 4.0 Standard Edition On premise.
We have CRM users Internal Staff & External Staff. For Internal Staff we use CAL license.
The question is that we have unlimited External Staff User and we need to give Access for our On Premise CRM on Static IP.
We are thinking to use External Connector for the same. But going through MS Definition for the same
"The Microsoft Dynamics CRM 4.0 External Connector enables customers to extend CRM to their external users such as customers, partners and suppliers through any application/graphical user interface (GUI), other than Microsoft Dynamics CRM clients, on a per server basis. External Users means users who are not either you or your affiliates’ employees, or your affiliates’ contractors or agents."
Here, Other Than MS Dynamics CRM Clients means - External Users can't Access CRM Client as Internal Users.
Please guide on the same
Thanks
The distinction between "internal" and "external" users is not a question of where people work. Each distinct CRM user (meaning each user that exists in your systemuser table) counts against your "internal" user licenses, no matter how they connect to your CRM.
The purpose of the External Connector is to allow other applications to interact with CRM data; applications that are not being used by your own staff. Examples of this would be web shops or customer portals that could do things like updating contact/account data in your CRM upon customer actions in those applications.