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

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.

"Only secure content is displayed" Message"


03 Apr 2012

When viewing records in Microsoft Dynamics CRM, Internet Explorer is displaying messages of the form "Only secure content is displayed".

In the organization that I investigated, the web binding for the CRM website was changed from http to https after installation. However, the setting for the HelpServerUrl field in the MSCRM_CONFIG database still had the old binding information.

Sales Literature Records


27 Feb 2012

When a CRM e-mail record is created in the CRM client for Outlook, the ribbon show a button to attach Sales Literature. However, this button does not show when creating an e-mail in the web client.

However, if a Sales Literature record is opened in the web client, there is a Send as E-mail button.

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