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

Goal Metric - Rollup Field form


13 Jul 2015

The rollup field form a goal metric uses the label Source Record Type State and Source Record Type Status.

Source Record Type fields for Rollup Field

These should, I believe show Source Record Type Status and Source Record Type Status Reason to match the display names used elsewhere in the web application.

Reporting Services - Unable to connect to the remote server


11 Jul 2015

I installed SQL Server 2012 Database services and Reporting Services and selected the option to configure reporting services instead of doing the configuration manually.

The installation succedeed but I noticed that Reporting Services had configured binding for port 80 and https on port 443 as well. I didn't have an SSL certificate so in Reporting Services Configuration Manager I removed the bindings for port 443 for both reports and the reports manager.

SQL Timeouts and Warnings


11 May 2015

On CRM servers, in the Event Viewer you might see warnings similar to the following logged against the MSCRMPlatform source with Event ID 17972

"Query execution time of 84.5 seconds exceeded the threshold of 10 seconds: Thread: 91; Database: CRM Database; Server: SQL Server; Query: query/stored procedure"

Forms showing white space only in CRM 2015


07 May 2015

In CRM 2015, users might see empty forms (that is no fields, just white space) because of missing privileges in their security roles.

I believe this is a bug and has been discussed here https://community.dynamics.com/crm/f/117/t/146641

The problem is caused by a role not including read rights to the campaign entity (this privilege should not be required).

Phone and Tablet Clients


27 Apr 2015

Phone App

A phone app was first released CRM in version 2013.

It was updated for the Online 2015 Update 1 release.

The same app can be used for CRM 2013 and 2015 On-premise (provided that an Internet-facing Deployment has been configured) and CRM Online.

Th app is available for Windows, Android and Apple phones.

Tablet App

A tablet app was first released for CRM in version 2013 and can be used with CRM 2013 and CRM 2015 On-premise (provided that an Internet-facing Deployment has been configured) and CRM Online.

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