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

Microsoft Dynamics 365 and other services


15 Nov 2016

Work in progress

 

Common Data Service (using the Common Data Model)

PowerApps

Flow

 

For use with Office 365 Business SKUs, Outlook Customer Manager https://blogs.office.com/2016/11/14/introducing-outlook-customer-manager-relationships-made-easy-for-small-businesses/

 

Help Content Server Test errors


14 Nov 2016

In Microsoft Dynamics CRM On-Premises you might notice errors in the Event Viewer stating that the monitoring test failed for Help Content Server. The Event ID is 18732.

Microsoft Dynamics 365, Licensing and Pricing


14 Nov 2016

This is a work-in-progress article to record what I discover about Microsoft Dynamics 365 pricing and licensing

History

Microsoft announced the new cloud service, Microsoft Dynamics 365 as the evolution of Dynamics CRM in July 2016 planned for launch before the end of 2016. In fact, Microsoft Dynamics 365 was launched on 1st November 2016.

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.

Reference: https://blogs.msdn.microsoft.com/emeadcrmsupport/2014/09/16/dynamics-crm-2013-server-side-sync-email-approval/

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.

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):

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