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

Qualifying Leads in CRM 2013


07 Dec 2014

Leon Tribe, a fellow MVP, has a great article on qualifying leads in CRM 2013 and how the behaviour has changed from CRM 2011.

Microsoft Dynamics Learning and Training resources


20 Nov 2014

Microsoft provides a variety of resources for learning about Microsoft Dynamics products. These are summarised in the table below.

Update Rollup 2 for CRM 2013 Service Pack 1


06 Oct 2017

Microsoft has provided pre-release information for Update Rollup 2 for CRM 2013 Service Pack 1 at https://support2.microsoft.com/kb/2963850/en-gb which is due for release in Q4 of 2014.

This update rollup can only be applied if you have installed Service Pack 1 for CRM 2013.

In the issues that are resolved section (you need to expand the section), a long list of fixes is detailed, but the following caught my attention being bugs that I've experienced or seen others report:

Sales Entity Relationships


24 Oct 2014

The diagram shows the relationships between the sales entities (opportunities, quotes, orders and invoices) in CRM.

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