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

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

Can't import organizations in CRM 2015 with Update 0.1


08 Sep 2015

It seems that there is a bug in CRM 2015 with Update 0.1 that prevents the import of organizations. If you attempt an import, the import fails with an error something like:

Could not find stored procedure ‘p_CreateAuditEntry’.

This article, lists a workaround in the comments section, which is to create two stored procedures in the MSCRM_CONFIG database.

Configure Email Router for Exchange Online


04 Sep 2015

URL to use for outgoing profiles with the Email Router

https://outlook.office365.com/EWS/Exchange.asmx

Background

I was setting up the Email Router (2015 on-premises) to send via Exchange in Office 365. I wasn't sure of the URL to use so I tried selecting Use Autodiscover which didn't work for me.

I found two articles that described the the URLs to use with different information. The articles

CRM 2013 Update Rollups and Service Packs


25 Aug 2015

On Sep 22nd 2014 Microsoft released Update Rollup 1 for Microsoft Dynamics CRM 2013 Service Pack 1 and back in July Update Rollup 3 was released.  So we now have:

  • Update Rollup 1
  • Update Rollup 2
  • Update Rollup 3
  • Service Pack 1
  • Update Rollup 1 for Service Pack 1

Confused? You and many others.

Updates for the original RTM release of CRM 2013

As of the 2013 version Microsoft stated that Update Rollups would not add new features as occured with CRM 2011.

Flashing cursor in Outlook with CRM Client


03 Aug 2015

I have seen instances of the CRM client in Outlook where the cursor keeps flashing. A search revealed an unexpected fix.

  1. Create a file named Microsoft.CRM.Application.Outlook.WebFormsHost.exe.config with no content.
  2. Move the file to the C:\Program Files\Microsoft Dynamics CRM\Client\res\web\bin or wherever your CRM client is installed.

That's it. This I found at https://community.dynamics.com/crm/f/117/t/166875

 

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