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

Microsoft Dynamics CRM Online under Open Licence


01 Dec 2015

The obvious way to purchase Microsoft Dynamics CRM Online is via the Office 365 platform and purchase a subscription. The subscription is billed directly by Microsoft on a recurring monthly basis.

An alternative is to purchase a 12 month subscription under Open License, in return you receive a code which is redeemed in the Office 365 admin center.

The part numbers under Open Licence appear to be:

CRM 2015 Update Release Summary


22 Nov 2015

Not all updates for CRM 2015 are available for all components. In particular the Update 1.0 series (which introduced functional changes) is not available for On-Premises server. However, Update 1.x is available for some of the other components.

Note that even though the Microsoft KB article references CRM Online in Update 1.0, you can still apply Update 1.0 (and later) to the CRM for Outlook Client if connected to an On-Premises server.

Performance Center


20 Oct 2015

Here is something that I hadn't seen before, the Performance Center. Courtesy of a post by PowerObjects, type CTRL+SHIFT+q to reveal the Performance Center. The first time you do this, click Enable to start tracking performance and then Close.

Then after you open a record call up the Performance Center again (CTRL+SHIFT+q) tosee how long each part of the form load took.

Click Disable in the Performance Center to turn off performance tracking.

Dynamics CRM for Phones (mobile client)


19 Oct 2015

The phone client for phones was updated for Microsoft Dynamics CRM Online 2015 Update 1 and later. The earlier version of the mobile app is renamed to Dynamics CRM for Phones Express.

Disk Cleanup on Servers


13 Oct 2015

The disk cleanup option is not shown on property pages for disks on server operating systems. Some articles suggest installing the Windows Desktop Experience to get this feature. However, this is not necessary. Follow the instructions at https://technet.microsoft.com/en-us/library/ff630161(v=ws.10).aspx and you can run Disk Cleanup as a standalone program without installing Desktop Experience.

Reporting on Activities


03 Oct 2015

THIS IS WIP

Activity Entities

Microsoft Dynamics CRM has several entities for recording activities as shown in the table. It is possible to create custom activity entities. Each activity type has a code.

Feature Overlap


01 Oct 2015

Confused about what each of the Microsoft Dynamics products can do? Here is a table that might help.

Microsoft Acquisitions and Partnerships


29 Sep 2015

Businesses acquired by Microsoft to extend the feature set of Microsoft Dynamics CRM.

Toolbox (CRM and others)


22 Sep 2015

Tools for CRM

Item Description Location
Sitemap Editor Provides a way for users to update the site map through a user interface within Microsoft Dynamics CRM.

Preview Features


22 Sep 2015

Microsoft has started releasing some features in CRM as preview features. These are features that are not yet supported but have been made available to get feedback.

More details at https://www.microsoft.com/en-us/dynamics/crm-customer-center/what-are-preview-features-and-how-do-i-enable-them.aspx

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