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
20 Nov 2017
Microsoft Bookings is a free app from Microsoft for scheduling and managing appointments. It is aimed at small businesses.
08 Nov 2017
Dyanmics 365 maintains Trace records for troubleshooting things like Server-Side Sync. Inspired by this article, https://blogs.msdn.microsoft.com/crminthefield/2017/11/06/is-dynamics-365-server-side-sync-filling-up-your-database/ I have started using Bulk Delete to clear out older Trace logs.
I use the criteria Level = Information or Warning.
06 Nov 2017
Managing recruitment, onboarding, development of staff.
Includes: Attract, Onboard and Core HR apps.
The Attract and/or Onboard apps are available without Core HR.
See https://dynamics.microsoft.com/en-us/talent/overview/ for pricing.
Available with full or team members subscription license.
02 Nov 2017
Training and Adoption Kit for Microsoft Dynamics CRM 2013
Check out http://www.microsoft.com/en-us/dynamics/crm-customer-center/training-adoption-kit-for-microsoft-dynamics-crm-2013.aspx for materials that you can customize and use for your own training and reference.
26 Oct 2017
Dynamics 365 includes several search options:
- Quick Search
- Global Search (also called Categorized Search(
- Advanced Find
In version 8.2 of Dynamics 365 Online a new search method called Relevance Search was introduced.
This searches multiple entities and offers many advantages over categorized search. It uses Azure services.