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

Edit Multiple Records - fields missing


06 Jun 2014

If the address on an account record changes, the addresses for any related contacts are not changed. At first it seems that you have to edit each contact record separately which will of course be time consuming. However, a trick I learnt in the early days of CRM is to select the related contacts and then click Edit to open the Edit Multiple Records window where you can type the new address once and update the related contacts (this only works for up to 250 contacts at a time because you are limited to editing one page at a time).

User view, Disabled users consuming licenses


05 Jun 2014

You might have seen the view, Disabled users consuming licenses for users and wondered what it means. In CRM on-premise a disabled user does not require a license so what is the view showing.

If you look at the definition of the view in Advanced Find you see an error because Advanced Find can't show the query. Delving in the database, shows that the FetchXML for the query is:

FetchXML Notes


04 Jun 2014

Link Entities

When retrieving attributes from linked entities it seems that attributes must have an alias otherwise you can't refer to them:

Service Accounts for SQL 2012


26 May 2014

SQL 2012 can use Managed Service Accounts and Virtual Local Accounts as described here: http://msdn.microsoft.com/en-us/library/ms143504%28SQL.110%29.aspx#New_A...

Installing CRM 2013 works with the default virtual local accounts created when installing SQL 2012. However, installing Reporting Extensions reports an error that a local account is used for Reporting Services and this must be changed to a domain account.

FetchXML Field Types in SSRS


15 May 2014

When creating reports that use FetchXML, some field types are returned with two fields, the name of the field and the name of the field with Value appended, fieldValue.

The table shows the field types that I found that have a Value version. Other CRM field types only return one field and are of type String.

Table alias is not unique amongst all top-level table and join aliases


15 May 2014

If you are seeing the above error, it might be due to incorrect FetchXML in the definition of a saved query such as a Quick Find view. I've encountered this on CRM 2011 with UR13 installed after modifying the filter criteria for a Quick Find view. The view includes fields from related entities.

Multi-series charts


14 May 2014

When you create a chart with multiple series, the chart editor insists on adding a secondary y axis scale. This is probably something that you don't want because if you have two or more series comparing similar items the scaling will be different for each series.

There is no way to remove the secondary y axis scale in the editor. However, it can be removed by editing the chart XML. To do this:

Record GUIDs when duplicating a CRM database


09 May 2014

If you duplicate a CRM database using SQL Server (backup and restore) and the Import Organization wizard, record GUIDs are preserved.

Workflows with wait conditions and record fields


09 May 2014

I'm writing this up because I keep forgetting what happens.

If you have a workflow that includes wait conditions that depend on a field, what happens if the value of the field changes while the workflow is running?

Imagine, a case workflow that has a condition:

Timeout until 1 day before Follow Up By

If the value of Follow Up By changes while the workflow is running, the workflow use the new value and not the value of Follow Up By when the workflow started.

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