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

Affiliated Views


27 Jan 2012

When viewing a list of records e..g opportunities, within a form there is a view option called "all affiliated records".

To explain this imagine we are working with an Account record, ABC Ltd that has a number of contacts.

The include option, This record only, shows only opportunities that are directly linked to the record (ABC Ltd).

Updating read-only records such as orders and opportunities


27 Jan 2012

The CRM application does not allow records such as orders, opportunities and invoices that are completed to be editied.

Once an order, for example, is marked as fulfilled it is read-only and the status cannot be changed in the web application.

However, the status can be changed via workflow as described in this CRM team blog:

Workflows won't publish


27 Jan 2012

After installing a CRM 4.0 Update Rollup workflows might not publish. The reason may be that the following line is missing from web.config:

<authorizedType Assembly="mscorlib, Version=2.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089" Namespace="System.Globalization" TypeName="CultureInfo" Authorized="True"/>

If so, then add the line back in. IISRESET is not needed.

Microsoft Dynamics CRM Web Sites


27 Jan 2012

acknowldegements to the Dynamics CRM Team Blog:

Microsoft Dynamics CRM - The Microsoft Dynamics CRM Web site is the place to go for information on all things CRM. You’ll find everything from an introduction to CRM and its value to your business to white papers, product specifications, customer testimonials, links to CRM communities, and much more.

Sharing Records - unexpected behaviour


27 Jan 2012

When a user shares a record with another user the sharing user specifies the permissions to share.

Consider this scenario:

a) User A is a member of one role only that gives him None - Delete access and Organization Level Read and Create Access on Accounts.

b) User B is a member of one role only that gives him User Level Delete access and Organization Level Read and Create access on Accounts.

c) User A may create and view accounts but not delete any and User B may create and view accounts but only delete the ones that he owns.

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