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

Sandbox instances in Microsoft Dynamics CRM Online


06 Oct 2017

The Feb 2014 (6.0.2.43) build of Microsoft Dynamics CRM Online changed the way test instances are managed. They are now named sandbox instances and are marked as so in the user interface with a SANDBOX watermark.

Future releases will add new capabilities to sandbox instances including:

  • Reset an instance
  • Copy a production or sandbox instance into a sandbox

This blog article on MSDN provides the details.

Microsoft Acquisitions and Partnerships


06 Oct 2017

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

Current User in Dialogs and Workflows


06 Oct 2017

If you need to get the user running a dialog or an on-demand workflow you might be surprised that this is not available as a dynamic value. However, if your dialog or on-demand workflow creates or modifies a record, then you can get the current user.
For example, you have a dialog that creates a phone call and you need to set the sender of the phone call to the current user.

CRM 4 State Error


06 Oct 2017

Crystal clear?

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