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

What's new in Microsoft Dynamics CRM 2011


27 Jan 2012

Here is a list of new features in CRM Dynamics 2011 that I have discovered so far (in no particular order):

Deleting teams


27 Jan 2012

The web application does not provide an option for deleting teams. However, teams can be deleted using the web services.

You'll need to know the GUID of the team record. Here is sample code:

Picklist or lookup


27 Jan 2012

When creating new attributes for an entity the obvious data type is a picklist - especially when there are only a few valid choices such as Title (Mr, Mrs etc).

However, picklists are not without some problems and in some situations it may be better to create a new entity and a 1:n relationship between the main entity and the new entity.

The table compares picklists and using entities.

CRM 4 and Internet Explorer 8 pop-up blocker messages


27 Jan 2012

Updating to IE8 may cause pop-up blocker messages with CRM records even if the pop-up blocker is turned off.

This update to IE8 may resolve the issue:

http://support.microsoft.com/kb/978207

Exporting more than 10,000 records to Excel from CRM


27 Jan 2012

The Export to Excel feature does not export more than 10,000 rows.

To change this, review this article:

http://usingmscrm.blogspot.com/2009/09/export-to-excel-only-showing-10-0...

The limit is specified in the CRM organisation table. In the OrganisationBase table update the value for the MaxRecordsForExportToExcel column. 

Phone number used for phone call activities


27 Jan 2012

When a Phone Call activity is created in the context of a record the following field is used for the phone number in the activity form:

  • Account - Main Phone
  • Contact - Business Phone
  • Lead - Business Phone

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:

Pages