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

Forms showing white space only in CRM 2015


07 May 2015

In CRM 2015, users might see empty forms (that is no fields, just white space) because of missing privileges in their security roles.

I believe this is a bug and has been discussed here https://community.dynamics.com/crm/f/117/t/146641

The problem is caused by a role not including read rights to the campaign entity (this privilege should not be required).

Asyncoperationbase table - operationtype, status code and state code


30 Apr 2015

The asyncoperationbase table stores details of system jobs (including workflows). The following table details some of the different job types that are stored in the table.

Workflow - Activity Count


30 Apr 2015

When designing workflows, it is possible to test the number of activities (open and closed) against a record (only activities that are regarding the record directly are counted).

The count is available under the Local Value - Process.

There are two activity counts - Activity Count and Activity Count Including Process.

Microsoft Dynamics Products


29 Apr 2015

Microsoft Dynamics CRM - Online

Product Pricing Notes

User Subscription License (USL)

Minimum purchase of five CRM Professional USLs is required for new subscribers

Enterprise

$200 per user/month

Also includes:

Install and Upgrade to Microsoft Dynamics CRM 2015


29 Apr 2015

An on-premise install of Microsoft Dynamics CRM 2015 requires:

  • Windows Server 2012 or later
  • SQL Server 2012, SQL Server 2012 R2 or SQL 2014

Microsoft Dynamics CRM 2013 with Service Pack 1 (or later) can be upgraded to CRM 2015.

Client: Windows 7 or later

Browsers: IE10, IE11, Chrome, Safari and Firefox

Optional Items

ADFS 2.0, 2.1 2.2 (ADFS 2.0 must be installed on a different server from CRM)

Exchange 2010 or 2013

Outlook 2010 or 2013 (cached Exchange mode)

Windows SharePoint 2010 SP1 and 2013

Phone and Tablet Clients


27 Apr 2015

Phone App

A phone app was first released CRM in version 2013.

It was updated for the Online 2015 Update 1 release.

The same app can be used for CRM 2013 and 2015 On-premise (provided that an Internet-facing Deployment has been configured) and CRM Online.

Th app is available for Windows, Android and Apple phones.

Tablet App

A tablet app was first released for CRM in version 2013 and can be used with CRM 2013 and CRM 2015 On-premise (provided that an Internet-facing Deployment has been configured) and CRM Online.

Notication message


16 Apr 2015

In CRM 2011, the background colour for error messages in the header notification area is (RGB), 255, 255, 174.

For example:

This is an error message

Dynamics CRM Roadmap


27 Mar 2015

FK Note: This article to be removed after this article is completed.

This information is compiled from publicly available sources and might not be accurate.

  Q2 CY 2014 Q2 CY 2014 Q3 CY 2014 Q4 CY 2013
CRM

Leo

for Online and On-Premises

Service enhancements

Integrated with social

ADFS Supported Configurations


09 Mar 2015

CRM 2011 and 2013 uses Active Directory Federation Services for Internet-facing deployments.

The folowing table describes the supported configurations for combinations of ADFS an CRM versions.

    CRM 2011 CRM 2013 CRM 2015 Notes

ADFS 2.0

For Windows Server 2008 and 2008 R2

Must be downloaded and installed

Opportunities: Stage, Pipelines and Phases


20 Feb 2015

As CRM has evolved over the years, different ways to categorize where one is in an opportunity have been introduced.

In CRM 2013 and later, the text field Pipeline Phase is intended, I believe, to be populated by a workflow based on the current stage in the business process flow linked to the opportunity.

Other relevant fields to explain

  • Sales Stage
  • SalesStageCode
  • Step

 

More to add ................

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