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

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.

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