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

Server-Side Synchronization


28 Jan 2014

Microsoft Dynamics CRM 2013 introduces Server-Side Synchronization. This provides an alternative to using the Email Router and the CRM Client for Outlook.

A key advantage of Server-Side Synchronization is that processing of emails is performed by the Asynchronous processing service so there is no need to install the Email Router. However, Server-Side Synchronization is not available in Microsoft Dynamics CRM Online Fall 2013; which is disappointing because having to install the Email Router detracts from an otherwise completely cloud-based solution.

Custom Sorting in SSRS Reports


18 Oct 2013

To sort rows in a dataset you can choose a column in the dataset in the properties of the tablix or other report element.

Or if you need a custom sort where the sorting isn't alphabetical or numerical you can add code to the report and then call the code in an expression in the sorting property of the tablix.

However, custom code is not allowed for reports that run in Microsoft Online.

An example not using custom code is to use an expression like this:

Install CRM Client 2011 after removing CRM Client 2013


18 Oct 2013

If you have installed CRM 2013 for Outlook and then need to go back to CRM 2011 for Outlook, perform these steps:

  • Uninstall CRM 2013 for Outlook
  • Delete the program folder, the default location is C:\Program Files\Microsoft Dynamics CRM (or C:\Program Files (x86)\Microsoft Dynamics CRM for a 32-bit install on a 64-bit computer).
  • Delete the MSCRM registry keys located at HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft and HKEY_CURRENT_USER\Software\Microsoft. There might be several keys including MSCRMClient, MSCRMIntegration, MSCRM_Setup and MSCRM.

 

Email Correlation in Microsoft Dynamics CRM 2013


04 Oct 2013

Email correlation is a process where CRM links tracked emails with records in the database based on information in the email.

In earlier versions, Smart Matching and Tracking Tokens were used to correlate emails.

Users get "Unauthorized Access" errors when using ADFS


30 Aug 2013

When the ADFS Token-sgining and Token-Decrypting certificates in ADFS are automatically renewed, users in CRM might not be able to login. They receive HTTP 401 Unauthorized Access is denied errors.

This occurs because CRM is still using the expired ADFS token certificates. To resolve this reconfigure Claims-based Authentication and Internet-Facing deployment in CRM.

This article has more details: http://support.microsoft.com/kb/2686840

 

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