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.
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Recently updated articles
08 Sep 2018
As Dynamics has evolved, the way to determine the stage of an opportunity has changed. There are three periods to consider:
08 Aug 2018
There are many add-ons available for Microsoft Dynamics CRM. Here is a list of some:
28 Jul 2018
There are several solutions, provided by Microsoft, to provide analysis of customer data in Dynamics 365.
Relationship Insights Embedded Intelligence
- Relationship assistant
- Email engagement
- Auto capture
24 Jul 2018
Version 9.0 of the Outlook client is available to use against version 9.0 organisations and this supports offline working.
Version 8.0 of the Outlook client can be used against version 9.0 organisations but this does not support offline working.
I have seen the version 9.0 client successfully deployed on a Windows Server 2012 R2 terminal server.
19 Jun 2018
Version 9.0 of Dynamics 365 (only available for Online at the time of writing) introduced multi-select option sets. Many blog articles have described the features and information for developers is available here.
One thing that I noticed recently is the way selected values are shown in forms and lists is not sorted alphabetically but instead the order is based on the numerical value of the the selected options.