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

Recently updated articles

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.


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.

Dynamics 365

14 Jul 2016

Annoucement of new cloud service from Microsoft in July 2016 called Dynamics 365 for Q4 launch.

Will cover CRM and AX and Project Madeira.

Looks like GP, NAV and SL are not affected and continue to be sold as is.

Dynamics 365 will have two editions, Business and Enterprise each with functional areas.  Licensable by application or functionality.

CRM will include sales, marketing, customer service, field service and project service.

CRM Portals will remain a separate subscription based add-on.

No pricing as yet.


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.


29 Jun 2016

Parature is available as a cloud-based service only and is

Available for Microsoft Dynamics CRM Online only.

Adxstudio Portals

29 Jun 2016

As at 29th June 2016

Adxstudio portals version 7.0.0018 to 7.0.0022

  • are supported by pay per incident processes
  • can be installed on Microsoft Dynamics CRM On-premises versions 2015 and 2016 and CRM Online
  • Trial keys are no longer issues

Adxstudio portals version 8.x and later

At the time of writing (according to

Webformhost errors with Office 2016

25 May 2016

I encountered an error with the CRM 2011 Client for Outlook when running on Office 2016. The error is about webformhost failing.

Although CRM 2011 is compatible with Office 2016 according to the compatibility matrix, it seems that several people have this issue.

The resolution that worked for me was to add a registry key as follows:

HKEY_CURRENT_USER > Software > Microsoft >MSCRMClient > UseWebFormProcessIsolation'

Use a DWORD32 key type and set the value to 0.

CRM Reporting and Data Visualization Tools

21 Mar 2016

Here are some reporting and data visualization tools:

  • SQL Server Reporting Services
  • Power BI (Office 365 service) and Power BI Desktop (report authoring tool) (but only works with CRM Online)
  • Power Query for Excel (but only works with CRM Online)
  • ZAP for CRM
  • Crystal Reports