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.
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Recently updated articles
06 Oct 2017
Starting with CRM 2015, Microsoft has changed the naming convention for CRM updates as described in this article, http://blogs.msdn.com/b/crm/archive/2015/04/14/new-naming-conventions-for-microsoft-dynamics-crm-updates.aspx.
In the past we've had Update Rollups, Service Packs and various names for updates to CRM Online.
16 Apr 2015
In CRM 2011, the background colour for error messages in the header notification area is (RGB), 255, 255, 174.
This is an error message
29 Apr 2015
Microsoft Dynamics CRM - Online
User Subscription License (USL)
Minimum purchase of five CRM Professional USLs is required for new subscribers
|$200 per user/month||
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
More to add ................
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.
However, you might find that the record name does not appear, instead a URL is shown like this ('ve obscured part of the URL).