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

Items missing from Microsoft Dynamics CRM 2013


10 Apr 2014

Microsoft Dynamics CRM 2013 introduced a user interface that is quite different from earlier versions. This interface works across many platforms and is responsive. To achieve this buttons that appeared in earlier versions no longer show and other items have gone missing too.

Print Preview in Microsoft Dynamics CRM 2011


28 Feb 2014

One of the Update Rollups for Microsoft Dynamics CRM 2011 stopped multiple line of text fields showing the entire contents when printing. Instead the field is shown as a fixed height window with a scrollbar; which is not particularly helpful when printed.

One trick I discovered is to add a web resource to the form for the relevant entity that adds some JavaScript to modify the properties of the field. So that the web resource does not show on the form, ensure that Visible by default is not selected.

Report Wizard Colours


19 Feb 2014

The following table shows the colours used for grouping in the Reporting Wizard.

Workflows that are cancelled


07 Feb 2014

In the definition of a workflow you can set an option to automatically delete workflow logs when the workflow ends.However, if a stop workflow step with a status of Canceled is included then the workflow log is not deleted.

Emails tracked in Outlook show unresolved recipient when viewed in CRM


06 Oct 2017

Here is a scenario that I have not encountered before.

A user has the CRM Client for Outlook installed and manually tracks emails. As expected, a copy of the email is created in CRM. However, when the email is opened the recipients and/or senders show as unresolved recpients even though records exist in CRM with those email addresses. Very puzzling.

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