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
29 Jun 2016
Parature is available as a cloud-based service only and is
Available for Microsoft Dynamics CRM Online only.
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):
25 May 2016
I encountered an error with the CRM 2011 Client for Outlook when running on Office 2016. The error is about webformhost failing.
Although CRM 2011 is compatible with Office 2016 according to the compatibility matrix, it seems that several people have this issue.
The resolution that worked for me was to add a registry key as follows:
HKEY_CURRENT_USER > Software > Microsoft >MSCRMClient > UseWebFormProcessIsolation'
Use a DWORD32 key type and set the value to 0.
21 Mar 2016
Here are some reporting and data visualization tools:
- SQL Server Reporting Services
- Power BI (Office 365 service) and Power BI Desktop (report authoring tool) (but only works with CRM Online)
- Power Query for Excel (but only works with CRM Online)
- ZAP for CRM
- Crystal Reports
13 Mar 2016
Occasionally I'm asked by clients to provide a facility to mark records (usually contacts) as confidential.
I then have to establish what the client means by confidential. Most times, the client wants to have records that are marked as confidential visible only to a defined set of users even though the general policy is that all records are visible to everyone. However, there are other variations on what is meant by confidential. Staying with contacts the scenarios I've encountered include: