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

Install CRM Client 2011 after removing CRM Client 2013


18 Oct 2013

If you have installed CRM 2013 for Outlook and then need to go back to CRM 2011 for Outlook, perform these steps:

  • Uninstall CRM 2013 for Outlook
  • Delete the program folder, the default location is C:\Program Files\Microsoft Dynamics CRM (or C:\Program Files (x86)\Microsoft Dynamics CRM for a 32-bit install on a 64-bit computer).
  • Delete the MSCRM registry keys located at HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft and HKEY_CURRENT_USER\Software\Microsoft. There might be several keys including MSCRMClient, MSCRMIntegration, MSCRM_Setup and MSCRM.

 

Quote and Quote Product fields


05 Oct 2013

Quote Product fields

Note: all currency fields have an equivalent field for the amount in the base currency, the names shown below hold the value in the currency of the record.

Email Correlation in Microsoft Dynamics CRM 2013


04 Oct 2013

Email correlation is a process where CRM links tracked emails with records in the database based on information in the email.

In earlier versions, Smart Matching and Tracking Tokens were used to correlate emails.

Users get "Unauthorized Access" errors when using ADFS


30 Aug 2013

When the ADFS Token-sgining and Token-Decrypting certificates in ADFS are automatically renewed, users in CRM might not be able to login. They receive HTTP 401 Unauthorized Access is denied errors.

This occurs because CRM is still using the expired ADFS token certificates. To resolve this reconfigure Claims-based Authentication and Internet-Facing deployment in CRM.

This article has more details: http://support.microsoft.com/kb/2686840

 

Reporting on cases


27 Aug 2013

Reporting on cases and resolutions can be frustrating until you discover that the information recorded in the Resolve Case Dialog window is found in more than one view.

When a case is resolved, a special type of activity called a case resolution is added to the case. To write reports on Cases, the following filtered views might be needed:

ISV.Config


29 Jul 2013

In CRM 2011, isv.config is not used to store custom buttons, tabs and menus as in earlier versions.

The only item that I think isv.config is used for is to customize the appearance of the service calendar.

Editing SiteMap


29 Jul 2013

The SiteMap is a customizable element that controls the application navigation. For simple requirements, such as not showing particular entities, consider using security role privileges. The CRM application does not show entities to which a user does not have access.

The SiteMap can be editied using any of the following methods:

Deployment Settings


25 Jul 2013

CRM has several deployment wide settings which are stored in the DeploymentProperties table in the configuration database (usually MSCRM_CONFIG). It is not recommended to modify the values in the table directly you may sometimes need to change values. The recommended method is usually to use a PowerShell script.

Some of the settings are described in the following table. I will add to the table as I discover settings.

Configuring IFD (Internet Facing Deployment) for CRM 2011


09 Jul 2013

Forefront Unified Access Gateway

UAG can be used to make the CRM2011 web application available over the Internet without having to configure claims-based authentication and an IFD deployment. However, the CRM Client for Outlook does not work over UAG and you may run into problems with third-party add-ons.

 

Experlogix Databases


09 Jul 2013

Experlogix by default creates 3 databases.

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