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
21 Nov 2017
There are several solutions, provided by Microsoft, to provide analysis of customer data in Dynamics 365.
- Relationship assistant
- Email engagement
- Auto capture
This is still in preview and is enabled in System Settings on the Previews tab
Dynamics 365 for Customer Insights
Azure based SaaS service
Define key APIs, infer relationships from data and make predictions
20 Nov 2017
Microsoft Bookings is a free app from Microsoft for scheduling and managing appointments. It is aimed at small businesses.
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.
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.
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).
|Dec 2017/Jan 2018||
Customer Driven Update (CDU) to version 9.0.