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

Sandbox instances in Microsoft Dynamics CRM Online


06 Oct 2017

The Feb 2014 (6.0.2.43) build of Microsoft Dynamics CRM Online changed the way test instances are managed. They are now named sandbox instances and are marked as so in the user interface with a SANDBOX watermark.

Future releases will add new capabilities to sandbox instances including:

  • Reset an instance
  • Copy a production or sandbox instance into a sandbox

This blog article on MSDN provides the details.

Security groups required by Microsoft Dynamics CRM 2013


07 Mar 2014

Microsoft Dynamics CRM uses several security groups in Active Directory.

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.

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