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

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.

Add Record and Open Associated Sub Grid Icons missing from sub grid


27 Jan 2014

Scenario: Create two relationships between opportunity and contact (one as 1:n and the second as N:N)

Add a sub grid to an opportunity form for each relationship.

Only the first sub grid shows the Add Record and Open Associated Sub Grid icons.

It doesn't seem to matter which sub grid is shown first, but only the first one has the icons.

 

14th Jan 2014 - Acknowledged as a bug by Microsoft

Microsoft Acquisitions and Partnerships


06 Oct 2017

Businesses acquired by Microsoft to extend the feature set of Microsoft Dynamics CRM.

Auto Numbering using AdxStudio Productivity Pack


04 Dec 2013

The AdxStudio Productivity Pack contains a number of free tools. This article describes configuring Auto Numbering.

 

Create an Auto Numbering Defintion

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