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

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

Deleted Active Directory account and CRM user record


27 Jan 2012

If a CRM user's Active Directory account is deleted then the user will not be able to use CRM. Recreating a new AD account with the same will not work because all AD accounts have an identifier that is unique regardless of the actual account name.

It is possible to update the CRM user record to use the re-created AD account though the process is not obvious.

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:

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