Knowledgebase

Welcome to my knowledgebase, which contains snippets of information that I find (mostly about Microsoft Dynamics 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.

About Me

I’m an experienced Microsoft Dynamics CRM Consultant and Microsoft Certified Trainer. Find out more at http://www.fkcrm.co.uk

Recently updated articles

Webformhost errors with Office 2016


25 May 2016

I encountered an error with the CRM 2011 Client for Outlook when running on Office 2016. The error is about webformhost failing.

Although CRM 2011 is compatible with Office 2016 according to the compatibility matrix, it seems that several people have this issue.

The resolution that worked for me was to add a registry key as follows:

HKEY_CURRENT_USER > Software > Microsoft >MSCRMClient > UseWebFormProcessIsolation'

Use a DWORD32 key type and set the value to 0.

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

Confidential Records


13 Mar 2016

Occasionally I'm asked by clients to provide a facility to mark records (usually contacts) as confidential.

I then have to establish what the client means by confidential. Most times, the client wants to have records that are marked as confidential visible only to a defined set of users even though the general policy is that all records are visible to everyone. However, there are other variations on what is meant by confidential. Staying with contacts the scenarios I've encountered include:

Prices can change on fulfilled orders


18 Feb 2016

UPDATE - Behaviour has changed

I retested the scenario below in CRM 2016 and the behaviour is now different. To summarize the behaviour in CRM 2016:

Microsoft Dynamics CRM Courseware and Exams


28 Jan 2016

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.

Does the CRM installing user need to be a member of sysadmin on SQL Server?


24 Jan 2016

Some companies keep tight control on which accounts can be a member of the sysadmin fixed server role in SQL Server. When installing CRM, although the installing user does not need to be a domain admin, the user does need to have certain administrativwe rights and this includes being a member of the sysadmin role on the SQL Server as per this article https://technet.microsoft.com/en-us/library/hh699825.aspx under the section Microsoft Dynamics CRM Server setup.

Diagnostic for CRM client to CRM Online issues


18 Jan 2016

Microsoft has created a diagnostic tooil for troubleshooting issues when connecting CRM for Outlook to CRM Online instances.

You can run the tool at http://aka.ms/crmocblog

You must have an account in a CRM Online instance to use this tool

CRM Preview features


18 Jan 2016

CRM Preview features are new features that are made available in advance of being supported. They are usually made available in CRM Online.

More details available here.

Firewall settings on CRM Server


08 Jan 2016

This document https://msdn.microsoft.com/library/dn683916(v=crm.6).aspx describes the connectivity requirements for CRM in various configurations.

Three ports which must be enabled on the CRM server are:

  • 80 for incoming web access using http
  • 443 for incoming web access using https
  • 808 for the CRM SDK Listener

A symptom of no access on port 808 is that FetchXML based reports do not work.

Links for Microsoft Dynamics CRM downloads


15 Dec 2015

The table shows the download links for CRM components for versions 2011 onwards.

Click the link to open a new page where you can download the relevant item. The number in the table refer to the download id on the Microsoft website.

The links are for the original RTM releases except for the 2011 downloads which have Update Rollup 6 included in the setup files.

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