Knowledgebase

Welcome

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.

Use the search box or the tag links to search for articles.

I’m an experienced Microsoft Dynamics 365/CRM Consultant and Microsoft Certified Trainer available for hire on an ad-hoc basis. Please contact me to see how I can help with your Microsoft Dynamics project. Find out more about me.

Recently updated articles

Dynamics CRM for Phones (mobile client)


19 Oct 2015

The phone client for phones was updated for Microsoft Dynamics CRM Online 2015 Update 1 and later. The earlier version of the mobile app is renamed to Dynamics CRM for Phones Express.

Disk Cleanup on Servers


13 Oct 2015

The disk cleanup option is not shown on property pages for disks on server operating systems. Some articles suggest installing the Windows Desktop Experience to get this feature. However, this is not necessary. Follow the instructions at https://technet.microsoft.com/en-us/library/ff630161(v=ws.10).aspx and you can run Disk Cleanup as a standalone program without installing Desktop Experience.

Reporting on Activities


03 Oct 2015

THIS IS WIP

Activity Entities

Microsoft Dynamics CRM has several entities for recording activities as shown in the table. It is possible to create custom activity entities. Each activity type has a code.

Feature Overlap


01 Oct 2015

Confused about what each of the Microsoft Dynamics products can do? Here is a table that might help.

CRM 2015 Update Release Summary


22 Nov 2015

Not all updates for CRM 2015 are available for all components. In particular the Update 1.0 series (which introduced functional changes) is not available for On-Premises server. However, Update 1.x is available for some of the other components.

Note that even though the Microsoft KB article references CRM Online in Update 1.0, you can still apply Update 1.0 (and later) to the CRM for Outlook Client if connected to an On-Premises server.

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