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.
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Recently updated articles
21 Sep 2018
I recently configured a duplicate detection rule that used a lookup field as the match field. I surprised at first that duplicate detection did not appear to work when adding duplicated records. I had checked that the entiy was enabled for duplicate checking and published the rule.
However, after a while, I found that the duplicate detection rule did work. So even if the rule has a status of published (which means that all the matchcodes have been generated) there might be a delay before it works.
18 Sep 2018
Sep 2018 - Dynamics web pages don't show in Outlook build 16.0.10730 or later
Back in Nov 2017 (see below), I documented an issue with the CRM add-in not showing web pages and getting stuck on "Waiting for a page to be retrieved ...".
The issue then was to do with an Outlook security update and a workaround was to add a registry setting.
Recently, I've started seeing the same symptom again but this time the cause is different; it seems that Outlook 2016 build 16.0.10730 or later has upset the Dynamics add-in when working on systems with multiple displays.
08 Sep 2018
As Dynamics has evolved, the way to determine the stage of an opportunity has changed. There are three periods to consider:
08 Aug 2018
There are many add-ons available for Microsoft Dynamics CRM. Here is a list of some:
28 Jul 2018
There are several solutions, provided by Microsoft, to provide analysis of customer data in Dynamics 365.
Relationship Insights Embedded Intelligence
- Relationship assistant
- Email engagement
- Auto capture