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

Automatically create records


12 May 2017

With Record Creation and Update rules it is possible to automatically create records in CRM. This is often used to create cases for emails sent to a support queue.

The option Create records for email from unknown senders needs some explanation. If this option is selected then if the sender of an email does not match a record in CRM then the rule will apply and the record (as per the rule creation details) will be created as well as a contact record where the last name is set to the email address of the unknown sender.

Knowledge Articles in Dynamics 365/CRM


11 May 2017

Starting with Dynamics CRM 20xx, the knowledge base article system that has been in the product for a long time is superceded by a new system called knowledge articles.

Connector for Microsoft Dynamics


04 May 2017

Microsoft has announced that Dynamics CRM version 2016 will be the last major version of Dynamics CRM to be supported by the connector.

https://blogs.msdn.microsoft.com/dynamicsconnector/2016/04/08/connector-for-microsoft-dynamics-support-for-microsoft-dynamics-crm-beyond-dynamics-crm-version-2016/

Microsoft Dynamics 365 Licensing


27 Mar 2017

Enterprise Apps and Plan 1

Individual Apps (Sales, Customer Service, Field Service, Project Service Automation) around £72 per app per user per month or £110 per app per device per month

Plan 1 (which includes Sales, Customer Service, Field Service, Project Service Automation) around £90 per user per month

There is no minimum number of users (previously there was a five user minimum)

SQL Joins


03 Mar 2017

Note: The word Outer is optional

Join Type Description Example Code
Inner Join

Rows that are in both tables (by id)

select * from tblA

inner join tblB

Dynamics CRM Add-Ons


20 Feb 2017

There are many add-ons available for Microsoft Dynamics CRM. Here is a list of some:

Order Product Pricing Locked


14 Feb 2017

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".

Product Quantities


10 Jan 2017

When adding products to opportunities, quotes, orders and invoices you must specify the number (quantity) of items to add. What controls whether fractional quantities can be used and the number of decimal places to allow in quantities?

There are two settings to consider:

Dynamics 365 On-Premises


19 Dec 2016

The re-branding of Microsoft Dynamics CRM to 365 for on-premises deployments has arrived.

This is in the guise of the "December 2016 update for Dynamics 365 (On-Premises)" which you can download from https://www.microsoft.com/en-us/download/details.aspx?id=54515

Although it sounds like a new version, the December 2016 update is not a new version. Deploying this update changes the version to 8.2.0.0749, which is still part of the CRM 2016/version 8 release cycle.

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

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