Knowledgebase

Welcome

Welcome to my knowledgebase, which contains snippets of information that I find (mostly about Microsoft Dynamics 365/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.

I’m an experienced Microsoft Dynamics 365/CRM Consultant and Microsoft Certified Trainer available for hire on an ad-hoc basis. Please contact me to see how I can help with your Microsoft Dynamics project. Find out more about me.

Recently updated articles

Waiting for a page to load - Outlook


14 Nov 2017

I've had a few instances of Dynamics records not showing in the Outlook client this week. It turns out that an update to Outlook is the cause as described in this Microsoft article: https://support.microsoft.com/en-gb/help/4049314/microsoft-dynamics-365-for-outlook-is-unable-to-render-webpages-after

The interim fix is to add a registry key to each user's computer. The key is described in the above article.

Clearing out Trace records


08 Nov 2017

Dyanmics 365 maintains Trace records for troubleshooting things like Server-Side Sync. Inspired by this article, https://blogs.msdn.microsoft.com/crminthefield/2017/11/06/is-dynamics-365-server-side-sync-filling-up-your-database/ I have started using Bulk Delete to clear out older Trace logs.

I use the criteria Level = Information or Warning.

What's coming


07 Nov 2017

Here is simple summary of what's coming over the next few months.

Disclaimer: Note that all dates are either my guesses or information I have found on public websites (not necessarily from Microsoft).

Date Item
Dec 2017/Jan 2018

Customer Driven Update (CDU) to version 9.0.

Dynamics 365 for Talent


06 Nov 2017

Managing recruitment, onboarding, development of staff.

See https://dynamics.microsoft.com/en-us/talent/capabilities/

Includes: Attract, Onboard and Core HR apps.

The Attract and/or Onboard apps are available without Core HR.

See https://dynamics.microsoft.com/en-us/talent/overview/ for pricing.

Available with full or team members subscription license.

Relevance Search


26 Oct 2017

Dynamics 365 includes several search options:

  • Quick Search
  • Global Search (also called Categorized Search(
  • Advanced Find

In version 8.2 of Dynamics 365 Online a new search method called Relevance Search was introduced.

This searches multiple entities and offers many advantages over categorized search. It uses Azure services.

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