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

Adding Hyperlinks (URLs) to Emails in CRM


31 Oct 2014

The editor for composing emails in CRM provides limited functions for formatting text. In particular, there is no obvious way to insert hyperlinks.

However, you can insert a hyperlink by either writing the link in another application such as Outlook and copying the text into the CRM email or directly writing an HTML A tag as in the following example:

<a href ="http://google.com">Click here</a>

Product Updates for CRM 2013 SP1 and CRM Online Spring 14


06 Oct 2017

Service Pack 1 for Microsoft Dynamics CRM 2013 and CRM Online Spring 14 introduces substantial enhancements to Service Management. However, the new features are disabled by default (unless you are a new subscriber to CRM Online). The new features are enabled in Settings > Administration > Install Product Updates.

Even if you don't install the updates you will see the new entities and attributes if you examine the default solution or the metadata.

Service Accounts for SQL 2012


26 May 2014

SQL 2012 can use Managed Service Accounts and Virtual Local Accounts as described here: http://msdn.microsoft.com/en-us/library/ms143504%28SQL.110%29.aspx#New_A...

Installing CRM 2013 works with the default virtual local accounts created when installing SQL 2012. However, installing Reporting Extensions reports an error that a local account is used for Reporting Services and this must be changed to a domain account.

FetchXML Field Types in SSRS


15 May 2014

When creating reports that use FetchXML, some field types are returned with two fields, the name of the field and the name of the field with Value appended, fieldValue.

The table shows the field types that I found that have a Value version. Other CRM field types only return one field and are of type String.

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