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

Confidential Records


13 Mar 2016

Occasionally I'm asked by clients to provide a facility to mark records (usually contacts) as confidential.

I then have to establish what the client means by confidential. Most times, the client wants to have records that are marked as confidential visible only to a defined set of users even though the general policy is that all records are visible to everyone. However, there are other variations on what is meant by confidential. Staying with contacts the scenarios I've encountered include:

Does the CRM installing user need to be a member of sysadmin on SQL Server?


24 Jan 2016

Some companies keep tight control on which accounts can be a member of the sysadmin fixed server role in SQL Server. When installing CRM, although the installing user does not need to be a domain admin, the user does need to have certain administrativwe rights and this includes being a member of the sysadmin role on the SQL Server as per this article https://technet.microsoft.com/en-us/library/hh699825.aspx under the section Microsoft Dynamics CRM Server setup.

Diagnostic for CRM client to CRM Online issues


06 Oct 2017

Microsoft has created a diagnostic tool for troubleshooting issues when connecting CRM for Outlook to CRM Online instances.

You can run the tool at http://aka.ms/crmocblog

You must have an account in a CRM Online instance to use this tool

CRM Preview features


18 Jan 2016

CRM Preview features are new features that are made available in advance of being supported. They are usually made available in CRM Online.

More details available here.

Firewall settings on CRM Server


08 Jan 2016

This document https://msdn.microsoft.com/library/dn683916(v=crm.6).aspx describes the connectivity requirements for CRM in various configurations.

Three ports which must be enabled on the CRM server are:

  • 80 for incoming web access using http
  • 443 for incoming web access using https
  • 808 for the CRM SDK Listener

A symptom of no access on port 808 is that FetchXML based reports do not work.

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