Knowledgebase

Welcome to my knowledgebase, which contains snippets of information that I find (mostly about Microsoft Dynamics CRM) and then forget.

You are most welcome to browse and if any of the information helps you in your work with Microsoft Dynamics CRM then that is great.

Use the search box or the tag links to search for articles.

About Me

I’m an experienced Microsoft Dynamics CRM Consultant and Microsoft Certified Trainer. Find out more at http://www.fkcrm.co.uk

Recently updated articles

Microsoft Dynamics CRM/365 Version Number and Code Names


30 Nov 2016
Product Name Version Code Name
4.0 4.0 Titan
2011 5.0  
2011 (Online only) 5.0 Polaris
2013 6.0 Orion
2013 SP1 and Spring 14 6.1 Leo
2015 7.0 Vega
2015 (Online only) 7.1 Carina

Order Product Pricing Locked


28 Nov 2016

In CRM 2016 with SP1, it seems that a "bug" has been introduced where the price of an order product added from the catalog (an "existing product") cannot be changed. This was not the case in earlier versions.

A field on the Order Product form, named Pricing (internal name ispriceoverridden) determined whether the price per unit can be changed. However, on the Order Product form this field is set to read-only with a value of "Use Default"; so there is no way to change the value to "Override Price".

Microsoft Dynamics 365 and other services


15 Nov 2016

Work in progress

 

Common Data Service (using the Common Data Model)

PowerApps

Flow

 

For use with Office 365 Business SKUs, Outlook Customer Manager https://blogs.office.com/2016/11/14/introducing-outlook-customer-manager-relationships-made-easy-for-small-businesses/

 

Help Content Server Test errors


14 Nov 2016

In Microsoft Dynamics CRM On-Premises you might notice errors in the Event Viewer stating that the monitoring test failed for Help Content Server. The Event ID is 18732.

Microsoft Dynamics 365, Licensing and Pricing


14 Nov 2016

This is a work-in-progress article to record what I discover about Microsoft Dynamics 365 pricing and licensing

History

Microsoft announced the new cloud service, Microsoft Dynamics 365 as the evolution of Dynamics CRM in July 2016 planned for launch before the end of 2016. In fact, Microsoft Dynamics 365 was launched on 1st November 2016.

Associated Views


24 Oct 2016

In CRM, associated views are used to display lists of records when viewing related items within a record. An entity can have more than one associated view. So for example, when viewing activities from within an account, contact and so on, you can choose between the following views:

Server Side Synchronization in Dynamics CRM Online - Approve Email address


04 Oct 2016

When using server-side synchronization in Dynamics CRM Online and if email address approval is enabled the email address must be approved by a Dynamics CRM user who has the approve email address privilege (usually a System Administrator) AND is an Office 365 Global Administrator.

Reference: https://blogs.msdn.microsoft.com/emeadcrmsupport/2014/09/16/dynamics-crm-2013-server-side-sync-email-approval/

Export to Excel changes in CRM 2015 Update 1 and CRM 2016


20 Sep 2016

Starting with CRM Online 2015 Update 1 and CRM 2016 On-Premises Export to Excel behaves differently.

The dialog box which offered the setting "Make this data available for re-importing by including required column headings" no longer shows.

Workflow failing on send email step


01 Jul 2016

I had a problem with a workflow that was failing on a send email step.There was no clear reason as to why the step should fail. The details message of the workflow log had this error:

Cannot create the given type without the required parameters.

Not especially helpful. However, a search revealed that others had seen this issue before and provided a resolution of deactivating the workflow, removing the recipients of the email, saving the workflow and then adding the recipients back,

First Party Solutions


29 Jun 2016

Microsoft has started releasing additional functionality for Dynamics CRM Online using add-on solutions sometimes referred to as first-party or preferred solutions.

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