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

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.

Updates for Microsoft Dynamics CRM 2013

24 Oct 2014

For CRM 2011, see this article.

The following table details Update Rollups released for Microsoft Dynamics CRM 2013. Note that some Update Rollups cannot be installed, so a backup before installation is advised.

For CRM 2013 on-premise, the third number in the build is the same as the Update Rollup number. A separate set of update rollups is released for CRM 2013 and CRM 2013 with SP1.

Sales Entity Relationships

24 Oct 2014

The diagram shows the relationships between the sales entities (opportunities, quotes, orders and invoices) in CRM.

Quick Find Optimizations

21 Oct 2014

Update Rollup 10 for CRM 2011 introduced changes to the way quick find behaves.

Quick Find Record limits

 A new option in System Settings, Enable Quick Find record limits prevents searches that return 10,000 or more records. Searches that exceed the limit receive a warning instead of the search results.

EnableQuickFindOptimization OrgDbOrgSetting

The way Quick Find works is changed in UR10. The new method can be disabled by setting the OrgDbOrgSetting, EnableQuickFindOptimization to 0.

Sending Direct E-mail to Contact requires permission on parent account

13 Oct 2014

Using Direct E-mail to send to a contact requires at least read access on the Parent Customer record.

Quite why this is needed is a mystery. Possibly a bug.

Lookup field issues with Chrome 38

11 Oct 2014

Chrome version 38 released on October 7 2014 causes errors with lookup fields on CRM 2011 and CRM 2013 forms as described in

The article advises using another browser until a solution is found.



Reporting Services - Courseware and Tools

29 Sep 2014

Reporting Services reports may be authored with: