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

Microsoft Dynamics Products


29 Apr 2015

Microsoft Dynamics CRM - Online

Product Pricing Notes

User Subscription License (USL)

Minimum purchase of five CRM Professional USLs is required for new subscribers

Enterprise

$200 per user/month

Also includes:

Opportunities: Stage, Pipelines and Phases


20 Feb 2015

As CRM has evolved over the years, different ways to categorize where one is in an opportunity have been introduced.

In CRM 2013 and later, the text field Pipeline Phase is intended, I believe, to be populated by a workflow based on the current stage in the business process flow linked to the opportunity.

Other relevant fields to explain

  • Sales Stage
  • SalesStageCode
  • Step

 

More to add ................

Record names not showing in title bar of window


19 Feb 2015

In CRM versions 2011 and earlier, when you view a record it opens in a new windows and the window title is the name of the record as shown in this example.

CRM 2011 window with record name shown in title bar

However, you might find that the record name does not appear, instead a URL is shown like this ('ve obscured part of the URL).

CRM 2011 window with URL shown in title bar instead of record name

Yammer


30 Jan 2015

Yammer was acquired by Microsoft and is available stand-alone or can be integrated with Microsoft Dynamics CRM.

Prior to Yammer, Activity Feeds was provided for CRM as a way to follow records. Activity Feeds is still available. Integrating Yammer with CRM is optional but integration replaces Activity Feeds. An enterprise edition of Yammer is required for integration.

ADFS Metadata Exchange (MEX) Endpoint Issues


22 Jan 2015

This article describes an issue with ADFS where the ADFS MEX endpoint and the CRM Sandbox are both configured to use port 808. The article describes how to change the port.

http://blogs.technet.com/b/bshastri/archive/2014/03/20/dynamics-crm-ifd-on-windows-server-2012-r2-adfs-crm-addin-for-outlook.aspx

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