Knowledgebase

Welcome to my knowledgebase, which contains snippets of information that I find (mostly about Microsoft Dynamics 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.

About Me

I’m an experienced Microsoft Dynamics CRM Consultant and Microsoft Certified Trainer. Find out more at http://www.fkcrm.co.uk

Recently updated articles

Install and Upgrade to Microsoft Dynamics CRM 2015


29 Apr 2015

An on-premise install of Microsoft Dynamics CRM 2015 requires:

  • Windows Server 2012 or later
  • SQL Server 2012, SQL Server 2012 R2 or SQL 2014

Microsoft Dynamics CRM 2013 with Service Pack 1 (or later) can be upgraded to CRM 2015.

Client: Windows 7 or later

Browsers: IE10, IE11, Chrome, Safari and Firefox

Optional Items

ADFS 2.0, 2.1 2.2 (ADFS 2.0 must be installed on a different server from CRM)

Exchange 2010 or 2013

Outlook 2010 or 2013 (cached Exchange mode)

Windows SharePoint 2010 SP1 and 2013

Phone and Tablet Clients


27 Apr 2015

Phone App

A phone app was first released CRM in version 2013.

It was updated for the Online 2015 Update 1 release.

The same app can be used for CRM 2013 and 2015 On-premise (provided that an Internet-facing Deployment has been configured) and CRM Online.

Th app is available for Windows, Android and Apple phones.

Tablet App

A tablet app was first released for CRM in version 2013 and can be used with CRM 2013 and CRM 2015 On-premise (provided that an Internet-facing Deployment has been configured) and CRM Online.

Notication message


16 Apr 2015

In CRM 2011, the background colour for error messages in the header notification area is (RGB), 255, 255, 174.

For example:

This is an error message

Dynamics CRM Roadmap


27 Mar 2015

FK Note: This article to be removed after this article is completed.

This information is compiled from publicly available sources and might not be accurate.

  Q2 CY 2014 Q2 CY 2014 Q3 CY 2014 Q4 CY 2013
CRM

Leo

for Online and On-Premises

Service enhancements

Integrated with social

ADFS Supported Configurations


09 Mar 2015

CRM 2011 and 2013 uses Active Directory Federation Services for Internet-facing deployments.

The folowing table describes the supported configurations for combinations of ADFS an CRM versions.

    CRM 2011 CRM 2013 CRM 2015 Notes

ADFS 2.0

For Windows Server 2008 and 2008 R2

Must be downloaded and installed

Opportunities: Stage, Pipelines and Phases


20 Feb 2015

As CRM has evolved over the years, different ways to categorize where one is in an opportunity have been introduced.

In CRM 2013 and later, the text field Pipeline Phase is intended, I believe, to be populated by a workflow based on the current stage in the business process flow linked to the opportunity.

Other relevant fields to explain

  • Sales Stage
  • SalesStageCode
  • Step

 

More to add ................

Record names not showing in title bar of window


19 Feb 2015

In CRM versions 2011 and earlier, when you view a record it opens in a new windows and the window title is the name of the record as shown in this example.

CRM 2011 window with record name shown in title bar

However, you might find that the record name does not appear, instead a URL is shown like this ('ve obscured part of the URL).

CRM 2011 window with URL shown in title bar instead of record name

Updates for Microsoft Dynamics CRM 2015


11 Feb 2015

Update and release information has moved to this page.

Yammer


30 Jan 2015

Yammer was acquired by Microsoft and is available stand-alone or can be integrated with Microsoft Dynamics CRM.

Prior to Yammer, Activity Feeds was provided for CRM as a way to follow records. Activity Feeds is still available. Integrating Yammer with CRM is optional but integration replaces Activity Feeds. An enterprise edition of Yammer is required for integration.

ADFS Metadata Exchange (MEX) Endpoint Issues


22 Jan 2015

This article describes an issue with ADFS where the ADFS MEX endpoint and the CRM Sandbox are both configured to use port 808. The article describes how to change the port.

http://blogs.technet.com/b/bshastri/archive/2014/03/20/dynamics-crm-ifd-on-windows-server-2012-r2-adfs-crm-addin-for-outlook.aspx

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