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

Document Management Entities


20 Jul 2017

Record types involved in Document Management

Entity Purpose
SharePoint Site A SharePoint site
Dcoument Location

Point to a SharePoint document library or folder.

These can be created automatically by Dynamics 365/CRM

SharePoint Site

SharePoint site records can use an absolute URL or a relative URL.

Entities related to Goals


14 Jul 2017

The following entities are used in Goals:

Files and how they are stored in Dynamics 365/CRM


13 Jul 2017

Files can stored in Dynamics 365/CRM in emails or against notes. The following entities are used to store the file.

Entity containing file Entity where file is stored  
Note annotation

Details of note and the file (if there is one)

Information about Dynamics 365 July 2017 update - Version 9.0


03 Jul 2017

Pre-release docmentation from Microsoft on the July 2017 update:

Automatically create records


16 Jun 2017

With Record Creation and Update rules it is possible to automatically create records in CRM. This is often used to create cases for emails sent to a support queue.

The option Create records for email from unknown senders needs some explanation. If this option is selected then if the sender of an email does not match a record in CRM then the rule will apply and the record (as per the rule creation details) will be created as well as a contact record where the last name is set to the email address of the unknown sender.

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