Welcome to my knowledgebase, which contains snippets of information that I find (mostly about Microsoft Dynamics 365/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.
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Recently updated articles
16 Jun 2017
With Record Creation and Update rules it is possible to automatically create records in CRM. This is often used to create cases for emails sent to a support queue.
The option Create records for email from unknown senders needs some explanation. If this option is selected then if the sender of an email does not match a record in CRM then the rule will apply and the record (as per the rule creation details) will be created as well as a contact record where the last name is set to the email address of the unknown sender.
11 May 2017
Starting with Dynamics CRM 20xx, the knowledge base article system that has been in the product for a long time is superceded by a new system called knowledge articles.
27 Mar 2017
Enterprise Apps and Plan 1
Individual Apps (Sales, Customer Service, Field Service, Project Service Automation) around £72 per app per user per month or £110 per app per device per month
Plan 1 (which includes Sales, Customer Service, Field Service, Project Service Automation) around £90 per user per month
There is no minimum number of users (previously there was a five user minimum)
14 Feb 2017
In CRM 2016 with SP1, it seems that a "bug" has been introduced where the price of an order product added from the catalog (an "existing product") cannot be changed. This was not the case in earlier versions.
A field on the Order Product form, named Pricing (internal name ispriceoverridden) determined whether the price per unit can be changed. However, on the Order Product form this field is set to read-only with a value of "Use Default"; so there is no way to change the value to "Override Price".
10 Jan 2017
When adding products to opportunities, quotes, orders and invoices you must specify the number (quantity) of items to add. What controls whether fractional quantities can be used and the number of decimal places to allow in quantities?
There are two settings to consider: