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

CRM Reporting and Data Visualization Tools


21 Mar 2016

Here are some reporting and data visualization tools:

  • SQL Server Reporting Services
  • Power BI (Office 365 service) and Power BI Desktop (report authoring tool) (but only works with CRM Online)
  • Power Query for Excel (but only works with CRM Online)
  • ZAP for CRM
  • Crystal Reports

Workflows with wait conditions and record fields


09 May 2014

I'm writing this up because I keep forgetting what happens.

If you have a workflow that includes wait conditions that depend on a field, what happens if the value of the field changes while the workflow is running?

Imagine, a case workflow that has a condition:

Timeout until 1 day before Follow Up By

If the value of Follow Up By changes while the workflow is running, the workflow use the new value and not the value of Follow Up By when the workflow started.

CRM and Internet Explorer 11


06 Oct 2017

Many users now have Internet Explorer 11 because of updates via Windows Update.

However, as of writing, according to this article http://support.microsoft.com/kb/2669061 CRM does not support Internet Explorer 11. I would be very surprised if support for IE11 does not appear in Jan or Feb 2014.

May 2014: CRM 2013 supports IE 11 with Update Rollup 2 and CRM 2011 supports IE11 with Update Rollup 17.

 

Related records navigation not showing for records in CRM 2013


05 May 2014

I came across an issue where the related records navigation dropdown was not showing for records with long names.

Researching the issue revealed this to be a problem with Internet Explorer 8 and fixed in Update Rollup 2.

 

CRM 2013 by the numbers


28 Apr 2014

Many areas in Microsoft Dynamics CRM 2013 have limits, this table collates some of them.

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