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

Portal Solutions


16 Oct 2018

Dynamics 365 Portals are a complex beast to manage.

There are two parts to a portal:

Dynamics 365 Products


28 Sep 2018

Evolving article....

Product Latest Release
Dynamics 365 for Sales Enterprise 9.0 (Oct 2017)
Dynamics 365 for Sales Professional In preview, GA Spring 2018
Dynamics 365 for Service, Enterprise Edition 9,0 (Oct 2017)
Dynamics 365 for Service (second price point) ??
Dynamics 365 for Field Service, Enterprise Edition

Rich Text Controls in Dynamics 365


26 Sep 2018

Rich text editing has been an ask of Dynamics 365 for a long time. Now, such controls have appeared in the Unified Interface but only in a limited way.

In my moderately brief review, I see the position as this:

  • Rich text controls are available in the Unified Interface for Dynamics 365 Online version 9.0
  • They are only available for the Content field in Knowledge Articles and the Description field in Emails

As far as I can see it is not possible to have the interface show rich text controls for any other field.

Users get "Unauthorized Access" errors when using ADFS


23 Sep 2018

When the ADFS Token-sgining and Token-Decrypting certificates in ADFS are automatically renewed, users in CRM might not be able to login. They receive HTTP 401 Unauthorized Access is denied errors.

This occurs because CRM is still using the expired ADFS token certificates. To resolve this reconfigure Claims-based Authentication and Internet-Facing deployment in CRM.

This article has more details: http://support.microsoft.com/kb/2686840

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