Knowledgebase

Welcome to my knowledgebase, which contains snippets of information that I find (mostly about Microsoft Dynamics 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.

About Me

I’m an experienced Microsoft Dynamics CRM Consultant and Microsoft Certified Trainer. Find out more at http://www.fkcrm.co.uk

Recently updated articles

Unable to validate SQL Server Reporting Services Report Server installation


29 Oct 2012

When trying to install the SSRS Data Connector you may encounter the error:
"Unable to validate SQL Server Reporting Services Report Server installation".
There are many reasons why this might happen but I came across a rather obscure one where a 32-bit SQL Server was installed on a 64-bit Windows server. It seems that this combination is not supported as per this article:
http://support.microsoft.com/kb/2223769

Reorganizing and Rebuilding Indexes


29 Oct 2012

From time to time it may be prudent to review index fragementation on the CRM database. High levels of fragmentation may impact on performance. Fragmented indexes can be sorted out by reorganizing or rebuilding.

This Microsoft article explains the options http://msdn.microsoft.com/en-us/library/ms189858.aspx.

Development Glossary


29 Oct 2012

Here is a glossary of terms that you may come across in Microsoft Dynamics CRM development. 

Deleted cases remain in queue. Opening deleted case in queue causes an error.


29 Oct 2012

There is a problem with upgrades of CRM 3.0 to 4.0 in that a trigger should have been deleted.
This article has the details: http://support.microsoft.com/kb/948172

Contracts in Cases - Form Assistant Behaviour


20 Sep 2012

When a case is created, the Customer field must be completed. As with other records the customer can be an account or contact. But which should you use?

  • If you select an account, then the case shows against the account record but you have nothing to say who logged or is affected by the case.
  • If you select a contact, then case shows against the contact record and the account (via rollup).

Depending on whether you select an account or contact, the Form Assistant for the Contracts behaves differently.

Cases, Contracts and Contract Lines


10 Aug 2012

To be extended...

Contract Line form does not show the parent contract

OOB fields not on forms,

  • Contract - Responsible Contract
  • Contract Line - Allotments Overage

Update Rollups for Microsoft Dynamics CRM 4


08 May 2012

Mainstream support for Microsoft Dynamics CRM 4.0 ends April 9th, 2013.

The following table lists the update rollups released for Microsoft Dynamics CRM 4.0. 

Update Rollup

E-mail via Mail Merge


30 Apr 2012

When running a mail merge with Word, if E-mail via Mail Merge is selected up to 5 attachments can be included in the outgoing e-mail.

"Only secure content is displayed" Message"


03 Apr 2012

When viewing records in Microsoft Dynamics CRM, Internet Explorer is displaying messages of the form "Only secure content is displayed".

In the organization that I investigated, the web binding for the CRM website was changed from http to https after installation. However, the setting for the HelpServerUrl field in the MSCRM_CONFIG database still had the old binding information.

Sales Literature Records


27 Feb 2012

When a CRM e-mail record is created in the CRM client for Outlook, the ribbon show a button to attach Sales Literature. However, this button does not show when creating an e-mail in the web client.

However, if a Sales Literature record is opened in the web client, there is a Send as E-mail button.

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