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

Picklist or lookup


27 Jan 2012

When creating new attributes for an entity the obvious data type is a picklist - especially when there are only a few valid choices such as Title (Mr, Mrs etc).

However, picklists are not without some problems and in some situations it may be better to create a new entity and a 1:n relationship between the main entity and the new entity.

The table compares picklists and using entities.

CRM 4 and Internet Explorer 8 pop-up blocker messages


27 Jan 2012

Updating to IE8 may cause pop-up blocker messages with CRM records even if the pop-up blocker is turned off.

This update to IE8 may resolve the issue:

http://support.microsoft.com/kb/978207

Exporting more than 10,000 records to Excel from CRM


27 Jan 2012

The Export to Excel feature does not export more than 10,000 rows.

To change this, review this article:

http://usingmscrm.blogspot.com/2009/09/export-to-excel-only-showing-10-0...

The limit is specified in the CRM organisation table. In the OrganisationBase table update the value for the MaxRecordsForExportToExcel column. 

Phone number used for phone call activities


27 Jan 2012

When a Phone Call activity is created in the context of a record the following field is used for the phone number in the activity form:

  • Account - Main Phone
  • Contact - Business Phone
  • Lead - Business Phone

CRM resources and recommendations


27 Jan 2012

Documents from Microsoft

  • CRM SDK
  • Implementation Guides
  • Internet Facing Deployment Document and Tool
  • Offline Nuts and Bolts
  • Scaling and Performance papers

Managing

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