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

Development Glossary


29 Oct 2012

Here is a glossary of terms that you may come across in Microsoft Dynamics CRM development. 

Deleted cases remain in queue. Opening deleted case in queue causes an error.


29 Oct 2012

There is a problem with upgrades of CRM 3.0 to 4.0 in that a trigger should have been deleted.
This article has the details: http://support.microsoft.com/kb/948172

Contracts in Cases - Form Assistant Behaviour


20 Sep 2012

When a case is created, the Customer field must be completed. As with other records the customer can be an account or contact. But which should you use?

  • If you select an account, then the case shows against the account record but you have nothing to say who logged or is affected by the case.
  • If you select a contact, then case shows against the contact record and the account (via rollup).

Depending on whether you select an account or contact, the Form Assistant for the Contracts behaves differently.

Cases, Contracts and Contract Lines


10 Aug 2012

To be extended...

Contract Line form does not show the parent contract

OOB fields not on forms,

  • Contract - Responsible Contract
  • Contract Line - Allotments Overage

E-mail via Mail Merge


30 Apr 2012

When running a mail merge with Word, if E-mail via Mail Merge is selected up to 5 attachments can be included in the outgoing e-mail.

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