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

JavaScript loading in CRM 2011


04 Dec 2013

The way JavaScript libraries are loaded in CRM 2011 changed in UR12 and UR15.

This article describes the changes in detail.

Microsoft Dynamics CRM Licensing


12 Nov 2014
Microsoft Dynamics CRM 2013 and CRM 2015 has the following licence types
 
  On-Premise Online
Client Access Licence (CAL) Essential Essential
  Basic Basic
  Professional Professional
    Enterprise
     
Server Server Not applicable

Saving email credentials in Server-Side Synchronization


26 Nov 2013
  • Server-Side Synchronization is a new feature in Microsoft Dynamics CRM 2013 that can remove the need to install and run the Email Router. When configuring Server-Side Synchronization, if you are not using SSL for the CRM website the following will not work:
  • Saving email credentials in email server profiles and mailbox records
  • Entering connections to servers that do not use SSL

Access Team


13 Nov 2013

Microsoft Dynamics CRM 2013 introduces Access Teams. Access Teams work in a simlar way to Teams in earlier versions for sharing but Access Teams cannot own records or be assigned security roles.

Access Teams are created in Settings | Administration | Teams. Teams that can own records are referred to as Owner Teams. The Team entity is used for both Access Teams and Owner Teams; the Team Type field determines the type.

An Owner Team can be converted to an Access Team but not the other way round.

Business Process Flows


13 Nov 2013

Microsoft Dynamics CRM 2013 introduces Business Process Flows (BPF) which provide a way to guide users through a process that must be followed. The BPF shows fields that are relevant to the process toward the top of the form in a series of stages. Fields can be shown from just the entity or multiple entities.

BPFs are created in the process editor (Settings | Processes) or within a record.

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