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

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:

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

 

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