Mein Name ist Christoph Mäder und arbeite schon seit der Version 1.2 mit Microsoft Dynamics CRM. Während dieser Zeit hat sich ein umfangreiches Wissen über das Produkt angesammelt. Um dieses Wissen auch anderen MSCRM-Evangelisten und MSCRM-Begeisterten mitzuteilen, habe ich diese Website ins Leben gerufen. Sie wird in den nächsten Tagen, Wochen und Jahren mit Wissen angereichert.

I’m speaking at the first CRM Saturday in Zürich

The Dynamics CRM & SharePoint communities in Switzerland are combining synergies on the first "SharePoint & CRM Saturday" ever in Zürich, on May 13. The free community-driven event takes place at Microsoft Switzerland in Wallisellen and opens registration at 8:30 AM.

8 Microsoft Most Valuable Professionals (MVP) from throughout Europe and local community experts will deliver sessions around Dynamics CRM, Office 365 and SharePoint. Most of the sessions will be held in English.

At 02:45 PM I’ll be delivering a session "Pimp your Dynamics CRM on-premises performance" where I will show tricks and treats for improving performance of your Dynamics CRM on-premises instance.

More information about the event can be found here:
and the newest schedule here:

Join us
Despite this event being free, there are still a few tickets available. Grab yours now!


Are you missing your CRM-Outlook-AddIn?

In case you are missing the CRM-AddIn buttons in your outlook and you are sure you installed the AddIn, then maybe the following steps will help you:

1. Open the outlook-options: image

2. Navigate to Add-Ins and open the COM-Add-Ins list:

3. If the following checkbox is unchecked, check it and click OK: image
Et voila: Your buttons are back! image

URL to Office 365 Groups Integration Settings

In case you have overwritten the original sitemap after installing the Office 365 Groups Integration solutions you can open the config page with the following URL:


And here we go:


PowerShell & Dynamics 365 (Part ll): Let’s connect!

This second part of the series shows step by step, how to setup a connection with Dynamics 365 and create a simple account.

1. Have a look at Part l to setup the basis.
2. Open the “Windows PowerShell ISE”:
3. Import the module
# import the module

Import-Module Microsoft.Xrm.Data.Powershell

4. Connect to the Org:

# connect to a dynamics 365 organisation 
Connect-CrmOnlineDiscovery –InteractiveMode

This will show a modal dialog where you can access the CRM (Online or OnPrem):


Click “Login” to get the available orgs and then click “Login” again to setup the connection to Dynamics 365.

After successful login the prompt shows you information about your organisation:


4. And now, let us create some data! The following command will create a simple account and return the GUID:
$accountId = New-CrmRecord -conn $CRMConn -EntityLogicalName account -Fields @{"name"="proCRM";"telephone1"="123-456"}

That’s it for today. The next post will show how to get data from CRM by PowerShell

PowerShell & Dynamics 365 (Part l): Setup the basis!

This is the first part of a blog post series about PowerShell together with Dynamics 365 (CRM).

Why PowerShell?

PowerShell-Commands are useful in many cases. Here a short overview what PowerShell can do:

  • Read/Write CRM-settings
  • CRUD CRM-records
  • Do complex data-modification without coding
  • Setup organization
  • and a lotmore!

Let’s start

1. Download the newest version of the “Microsoft.Xrm.Data.PowerShell”-Module:
2. Right click the downloaded zip file and click "Properties".
3. Check "Unblock" checkbox and click "OK", or simply click "Unblock" button depending on OS versions:

Extract the zip file and copy "Microsoft.Xrm.Data.PowerShell" folder to one of the following folders:
”%USERPROFILE%\Documents\WindowsPowerShell\Modules” or “%WINDIR%\System32\WindowsPowerShell\v1.0\Modules”

That’s it, we are ready. The next post of this series will show how to create a connection to a Dynamics 365 organization. Stay tuned!

(Source for this blog entry and more information:

Cannot remove the field “Name” from the lead form?

Problem: On the lead entity we only want to have the customer field (account or contact) and remove the field “Name” (fullname).  If we try to remove the field from the form, we are getting an error:


The field itself is marked as optional:


So why can we not remove the field from the form?

Solution: The fullname is a composite field of two fields: “firstname” and “lastname”. If one field of a composite field is marked as required the hole composite field will be required on the form. (it doesn’t matter if the field is required or not.)

In our case it was the field “lastname” which was marked as required. After changing that to “optional”, we could successfully remove the field from the form.

Sitemap-Editor in Dynamics 365 – Well done Microsoft!

Did you already use the new sitemap-editor in Dynamics 365? If not, do it!

First time I used it, when I was trying to edit the sitemap in XrmToolBox. It said:


So I did the following:

  1. Create a new solution per example “procrm.sitemap” and add the sitemap to it:
  2. Now, open the sitemap with a double-click. Here we go, the new sitemap-editor pops up:
  3. Now add by drag’n’drop new sections, groups and per example entites:

Latest version compatibility overview

Nice overview of the version compatibility and also nice information about solutions can be found here:


How to detect deactivated business rules of all entities?

Problem: Sometimes after a deployment of customizations business rules are deactivated. (Reason unknown..)

How can we check now all business-rules for their state if we don't want to open every entity and check every single rule for its state? image

Solution: By the advanced find! (Column “Status”)


Dynamics 365 – Was steckt dahinter?

Microsoft packt mit Dynamics 365 CRM und ERP in eine grosse App-Familie.
Es scheint als möchte Microsoft weg vom Verkauf von Fachapplikationen wie bsp. CRM. Anstatt werden nun Prozesse oder Themen verkauft. image

In der Cloud positioniert Microsoft “Dynamics 365” neben Azure-Produkten wie bsp. Office 365 oder Power BI:


Die Dynamics 365 Apps im Detail

Doch was beinhalten die Dynamics 365 Apps nun überhaupt? Was bleibt wie es war und was ist neu? Und welche Apps sind nur Umbenennungen von bereits vorhandenen Produkten wie bsp. Dynamics CRM?

App Details
Dynamics 365 for Sales Technologie(n)
- Dynamics CRM

Beinhaltet die Benutzung von allen Sales Funktionalitäten im CRM wie besp. Kundenmanagement,  Leads, Verkaufschancen etc.

Dynamics 365 for Customer Service Technologie(n)
- Dynamics CRM
Dynamics 365 for Operations Technologie(n)
- Dynamics AX

Namensänderung: Dynamics AX wird neu unter dem Namen Dynamics 365 for Operations vertrieben.

Dynamics 365 for Financials (ehemals “Project Madeira”) Technologie(n)
- Azure based NAV

Erscheint nicht auf der obenstehenden Grafik, da Dynamics 365 for Financials zur Zeit in der Schweiz noch nicht erhältlich ist. Dabei handelt es sich um ein vollständig in der Cloud eingebettetes Produkt auf Basis von MS Dynamics NAV.

Dynamics 365 for Field Service Technologie(n)
- Dynamics CRM

Ehemals eine AddOn-Solution von FieldOne. Heute eigene Solution von Microsoft.

Dynamics 365 for Project Service Automation Technologie(n)
- Dynamics CRM

Diese App basiert auf Dynamics CRM mit der PSA Solution von Microsoft on top.

Dynamics 365 for Marketing Betitelt primär die Partnerschaft zwischen Microsoft und Adobe. (Enterprise Edition von Microsoft Dynamics 365 umfasst die Adobe Marketing Cloud). Zur Zeit gibt es keine technische Out-Of-The-Box Integration der Adobe Marketing Cloud in Dynamics CRM oder eine andere Dynamics App.
Dynamics 365 for Customer Insights Scheint ein Zusammenspiel von Dynamics CRM und div. anderen Apps wie bsp. Social Engagement zu sein. Mehr Informationen dazu werden wir wohl in den nächsten Monaten erhalten.