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.

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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

Changing currency or price list on sales records


09 Jul 2013

Sales records (opportunity, quote, order and invoice) have a currency field which determines the price lists that can be used on the record. After a record is created whether the currency can be changed depends on the record type and the status of the record.

Product Quantities


10 Jan 2017

When adding products to opportunities, quotes, orders and invoices you must specify the number (quantity) of items to add. What controls whether fractional quantities can be used and the number of decimal places to allow in quantities?

There are two settings to consider:

Pricing Precision


09 Jul 2013

Fields of type currency have a precision which determines the number of decimal places used in calculations and display. The settings for precision are described in the following table.

Precision Setting Number of Decimal Places
Currency Precision

Determined by the setting on the currency.

Status and Status Reason


09 Jul 2013

Status

Most record types in CRM can be deactivated by changing the status. Many records have two status values such as:

  • Active
  • Inactive

But some three status values, for example, Leads can be:

  • Open
  • Qualified
  • Disqualified

Custom entities have two status values of Active and Inactive.

Status Reason

Each status has one or more status reasons. The available status reasons varies with the record type. Looking at Leads, the status and status reason combinations are as shown in the table:

Bulk Delete Suspended Jobs


09 Jul 2013

Bulk Delete is a useful tool for deleting large numbers of records as an alternative to using Advanced Find and then clicking delete (which can only remove up to 250 records at a time).

System Job records are a good candidate for using Bulk Delete because the number of records is always increasing. However, suspended system jobs (such as workflows that are waiting) cannot be deleted using Bulk Delete. At least that was the case until Update Rollup 12 or 13.

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