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

Microsoft Dynamics CRM 2015


17 Sep 2014

Microsoft has announced Microsoft Dynamics CRM 2015 for on premise (version 7.0) and Online.

Press release is here: http://www.microsoft.com/en-us/news/press/2014/sep14/09-16crmpr.aspx

The customer center get ready page is here: http://www.microsoft.com/en-us/dynamics/crm-customer-center/get-ready-for-the-next-release.aspx

 

Changes in Chrome and Firefox on Modal dialogs upsetting CRM


09 Sep 2014

A CRM blogger, Neil McDonald has identified issues upcoming deprecations for APIs in Chrome and Firefox that break CRM functionality. The changes are mainly to do with deprecation of windows.showModalDialog. A modal dialog is a dialog box that keeps the input focus until the box is closed. While the box is open the user cannot switch windows.

Refer to Neil's article for the details.

Link to finish provisioning of CRM Online instance


28 Aug 2014

If you sign up for a CRM Online instance and find that setup has not completed use this link, https://port.crm.dynamics.com/g/setup/index.aspx,will to take you directly to the finishing setup page. You will need to enter your user name and password for the instance.

Customer Lookup


13 Aug 2014

Records in CRM 2011 that have a Customer lookup, such as Opportunity, have the following relationships.

Disabling CRM Users


21 Jul 2014

Users cannot be deleted from CRM, instead user records are disabled.

To remove access to CRM from a user, either disable the user record or remove all security roles from the user.

When disabling a user, check the following items for knock-on effects:

Bugs in CRM 2013


18 Jul 2014

Here are some bugs I'm come across in CRM 2013.

Report Error - Select or Execution permission denied


26 Jun 2014

I encountered an on-premises CRM organization where some reports did not run, instead a rsProcessingAborted error is shown. In situations like this, it often helps to look at the Event Viewer on the Reporting Services server. I found errors similar to the following:

PrincipalObjectAccess table cleanup


13 Jun 2014

The article at http://support.microsoft.com/kb/2664150/en-gb provides a script for cleaning up the principalobjectaccess (POA) table in CRM 2011.It seems that prior to CRM 2011 UR6 when records were deleted related records in the POA table were not removed.

Outlook Client Compatibility with CRM 2011 and CRM 2013


13 Jun 2014
  2011 Server 2013 Server

RTM to UR11

What's new in CRM 2013 SP1, Spring 14


09 Jun 2014

The updates to CRM released in May 2014 (known as the "Leo" release) bring many new features. Here is a list (not necessarily exhaustive):

Pages