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

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

Adding Hyperlinks (URLs) to Emails in CRM

31 Oct 2014

The editor for composing emails in CRM provides limited functions for formatting text. In particular, there is no obvious way to insert hyperlinks.

However, you can insert a hyperlink by either writing the link in another application such as Outlook and copying the text into the CRM email or directly writing an HTML A tag as in the following example:

<a href ="">Click here</a>

Updates for Microsoft Dynamics CRM 2011

28 Oct 2014

This article lists the update rollups released for Microsoft Dynamics CRM 2011.

CRM Support Forums and Community Sites

25 Oct 2014

There are many places to get help with CRM problems. Here are some that I use and contribute to.