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

Server-Side Synchronization


28 Jan 2014

Microsoft Dynamics CRM 2013 introduces Server-Side Synchronization. This provides an alternative to using the Email Router and the CRM Client for Outlook.

A key advantage of Server-Side Synchronization is that processing of emails is performed by the Asynchronous processing service so there is no need to install the Email Router. However, Server-Side Synchronization is not available in Microsoft Dynamics CRM Online Fall 2013; which is disappointing because having to install the Email Router detracts from an otherwise completely cloud-based solution.

Add Record and Open Associated Sub Grid Icons missing from sub grid


27 Jan 2014

Scenario: Create two relationships between opportunity and contact (one as 1:n and the second as N:N)

Add a sub grid to an opportunity form for each relationship.

Only the first sub grid shows the Add Record and Open Associated Sub Grid icons.

It doesn't seem to matter which sub grid is shown first, but only the first one has the icons.

 

14th Jan 2014 - Acknowledged as a bug by Microsoft

Scheduling Reports in Microsoft Dynamics CRM


10 Dec 2013

Scheduling Reports in Microsoft Dynamics CRM

Reports in Microsoft Dynamics CRM can be configured to run on a scheduled basis from within the CRM application. For example, if a sales report is needed on a weekly basis, you can schedule the report so that it is automatically available at the required time.

Email Subscriptions

If you have Microsoft Dynamics CRM On-premises you can create an email subscription to the snapshot in SQL Reporting Services Report Manager.

Auto Numbering using AdxStudio Productivity Pack


04 Dec 2013

The AdxStudio Productivity Pack contains a number of free tools. This article describes configuring Auto Numbering.

 

Create an Auto Numbering Defintion

JavaScript loading in CRM 2011


04 Dec 2013

The way JavaScript libraries are loaded in CRM 2011 changed in UR12 and UR15.

This article describes the changes in detail.

Saving email credentials in Server-Side Synchronization


26 Nov 2013
  • Server-Side Synchronization is a new feature in Microsoft Dynamics CRM 2013 that can remove the need to install and run the Email Router. When configuring Server-Side Synchronization, if you are not using SSL for the CRM website the following will not work:
  • Saving email credentials in email server profiles and mailbox records
  • Entering connections to servers that do not use SSL

Access Team


13 Nov 2013

Microsoft Dynamics CRM 2013 introduces Access Teams. Access Teams work in a simlar way to Teams in earlier versions for sharing but Access Teams cannot own records or be assigned security roles.

Access Teams are created in Settings | Administration | Teams. Teams that can own records are referred to as Owner Teams. The Team entity is used for both Access Teams and Owner Teams; the Team Type field determines the type.

An Owner Team can be converted to an Access Team but not the other way round.

Business Process Flows


13 Nov 2013

Microsoft Dynamics CRM 2013 introduces Business Process Flows (BPF) which provide a way to guide users through a process that must be followed. The BPF shows fields that are relevant to the process toward the top of the form in a series of stages. Fields can be shown from just the entity or multiple entities.

BPFs are created in the process editor (Settings | Processes) or within a record.

Disable the Navigation Tour video


05 Nov 2013

By default, the Navigation Tour video window appears the first time a user logs on to Microsoft Dynamics CRM 2013 in a web browser on a device. A user can select not to see the window again by selecting Don't show me this again.

The Navigation Tour video window can be disabled in on-premises installation by setting a registry setting on servers with the Front End server role.To do this, complete the following steps.

Custom Sorting in SSRS Reports


18 Oct 2013

To sort rows in a dataset you can choose a column in the dataset in the properties of the tablix or other report element.

Or if you need a custom sort where the sorting isn't alphabetical or numerical you can add code to the report and then call the code in an expression in the sorting property of the tablix.

However, custom code is not allowed for reports that run in Microsoft Online.

An example not using custom code is to use an expression like this:

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