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

CRM resources and recommendations


27 Jan 2012

Documents from Microsoft

  • CRM SDK
  • Implementation Guides
  • Internet Facing Deployment Document and Tool
  • Offline Nuts and Bolts
  • Scaling and Performance papers

Managing

Deleted Active Directory account and CRM user record


27 Jan 2012

If a CRM user's Active Directory account is deleted then the user will not be able to use CRM. Recreating a new AD account with the same will not work because all AD accounts have an identifier that is unique regardless of the actual account name.

It is possible to update the CRM user record to use the re-created AD account though the process is not obvious.

Affiliated Views


27 Jan 2012

When viewing a list of records e..g opportunities, within a form there is a view option called "all affiliated records".

To explain this imagine we are working with an Account record, ABC Ltd that has a number of contacts.

The include option, This record only, shows only opportunities that are directly linked to the record (ABC Ltd).

Updating read-only records such as orders and opportunities


27 Jan 2012

The CRM application does not allow records such as orders, opportunities and invoices that are completed to be editied.

Once an order, for example, is marked as fulfilled it is read-only and the status cannot be changed in the web application.

However, the status can be changed via workflow as described in this CRM team blog:

Workflows won't publish


27 Jan 2012

After installing a CRM 4.0 Update Rollup workflows might not publish. The reason may be that the following line is missing from web.config:

<authorizedType Assembly="mscorlib, Version=2.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089" Namespace="System.Globalization" TypeName="CultureInfo" Authorized="True"/>

If so, then add the line back in. IISRESET is not needed.

Microsoft Dynamics CRM Web Sites


27 Jan 2012

acknowldegements to the Dynamics CRM Team Blog:

Microsoft Dynamics CRM - The Microsoft Dynamics CRM Web site is the place to go for information on all things CRM. You’ll find everything from an introduction to CRM and its value to your business to white papers, product specifications, customer testimonials, links to CRM communities, and much more.

Sharing Records - unexpected behaviour


27 Jan 2012

When a user shares a record with another user the sharing user specifies the permissions to share.

Consider this scenario:

a) User A is a member of one role only that gives him None - Delete access and Organization Level Read and Create Access on Accounts.

b) User B is a member of one role only that gives him User Level Delete access and Organization Level Read and Create access on Accounts.

c) User A may create and view accounts but not delete any and User B may create and view accounts but only delete the ones that he owns.

Sorting on multiple columns in views


27 Jan 2012

In any CRM view it is possible to change the column that is sorted on by clicking the title of the column.

It is also possible to further sort on additional columns by using Shift-Click on the column titles - though it is not possible to tell the order in which columns are used for sorting.

Running CRM 4.0 in virtual environments


27 Jan 2012

See this article http://support.microsoft.com/kb/957054 for Microsoft's policy on using CRM 4.0 in virtual environments.

Mail Merge


27 Jan 2012

The process of creating and working with templates is slightly simpler when working with CRM inside Outlook.

The process within the web client is as follows:

To run a mail-merge with existing templates the procedure is as follows:

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