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

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.

Parature


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 https://support.microsoft.com/en-us/kb/3165165):

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

Confidential Records


13 Mar 2016

Occasionally I'm asked by clients to provide a facility to mark records (usually contacts) as confidential.

I then have to establish what the client means by confidential. Most times, the client wants to have records that are marked as confidential visible only to a defined set of users even though the general policy is that all records are visible to everyone. However, there are other variations on what is meant by confidential. Staying with contacts the scenarios I've encountered include:

Prices can change on fulfilled orders


18 Feb 2016

UPDATE - Behaviour has changed

I retested the scenario below in CRM 2016 and the behaviour is now different. To summarize the behaviour in CRM 2016:

Microsoft Dynamics CRM Courseware and Exams


28 Jan 2016

Training and Adoption Kit for Microsoft Dynamics CRM 2013

Check out http://www.microsoft.com/en-us/dynamics/crm-customer-center/training-adoption-kit-for-microsoft-dynamics-crm-2013.aspx for materials that you can customize and use for your own training and reference.

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