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

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

 

ISV.Config


29 Jul 2013

In CRM 2011, isv.config is not used to store custom buttons, tabs and menus as in earlier versions.

The only item that I think isv.config is used for is to customize the appearance of the service calendar.

Editing SiteMap


29 Jul 2013

The SiteMap is a customizable element that controls the application navigation. For simple requirements, such as not showing particular entities, consider using security role privileges. The CRM application does not show entities to which a user does not have access.

The SiteMap can be editied using any of the following methods:

Updates for Microsoft Dynamics CRM 2013


24 Oct 2014

For CRM 2011, see this article.

The following table details Update Rollups released for Microsoft Dynamics CRM 2013. Note that some Update Rollups cannot be installed, so a backup before installation is advised.

For CRM 2013 on-premise, the third number in the build is the same as the Update Rollup number. A separate set of update rollups is released for CRM 2013 and CRM 2013 with SP1.

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