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

Recently updated articles

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.


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.

Service Principal Names (SPN) for Dynamics CRM

19 Dec 2014

When setting up Microsoft Dynamics CRM it is likely that you will have to configure Service Principal Names (SPN).

What is an SPN?

An SPN is a mapping that associates a service with the account responsible for the service and supports mutual Kerberos authentication.

I like the explanation provided by Brian Murphy-Booth. He describes an SPN as a name that identifies a program that deals with credentials.

Qualifying Leads in CRM 2013

07 Dec 2014

Leon Tribe, a fellow MVP, has a great article on qualifying leads in CRM 2013 and how the behaviour has changed from CRM 2011.

Field level security in CRM

05 Dec 2014

Microsoft Dynamics CRM 4.0

CRM 4.0 does not provide a method for securing records at the field level. If a user has modify access to a record then they may change any field in the record.

Where field-level security is needed then there are workarounds:

Manage CRM Online instances

05 Dec 2014

Copying instances

Copy instance can be used to copy a production or sandbox instance to a sandbox instance. The copy can be full (includes data) or minimal (does not include data).

When an instance is copied the target instance is deleted and backup of the source instance is used to replace it. Therefore if the instances are at different versions, it does not matter.

Microsoft Dynamics Learning and Training resources

20 Nov 2014

Microsoft provides a variety of resources for learning about Microsoft Dynamics products. These are summarised in the table below.

Microsoft Dynamics CRM Licensing

12 Nov 2014
Microsoft Dynamics CRM 2013 and CRM 2015 has the following licence types
  On-Premise Online
Client Access Licence (CAL) Essential Essential
  Basic Basic
  Professional Professional
Server Server Not applicable