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Files can stored in Dynamics 365/CRM in emails or against notes. The following entities are used to store the file. Entity containing file Entity where file is stored   Note annotation Details of note and the file (if there is one) Email attachment The file – one copy only   activitymimeattachment References the attachment, if […]

Starting with Dynamics CRM 20xx, the knowledge base article system that has been in the product for a long time is superceded by a new system called knowledge articles. “Old” system Display Name Schema Name Notes Article kbarticle Article Article Template kbarticletemplate Template used to create an article “New” system when using Dynamics 365 knowledge

Microsoft has announced that Dynamics CRM version 2016 will be the last major version of Dynamics CRM to be supported by the connector. https://blogs.msdn.microsoft.com/dynamicsconnector/2016/04/08/connector-for-microsoft-dynamics-support-for-microsoft-dynamics-crm-beyond-dynamics-crm-version-2016/ I’m assuming that last major version means version 8 which include CRM 2016 with SP1 and SP2. Note that SP2 changes the branding to Dynamics 365. The article above describes the

The re-branding of Microsoft Dynamics CRM to 365 for on-premises deployments has arrived. This is in the guise of the “December 2016 update for Dynamics 365 (On-Premises)” which you can download from https://www.microsoft.com/en-us/download/details.aspx?id=54515 Although it sounds like a new version, the December 2016 update is not a new version. Deploying this update changes the version

Product Name Version Code Name Fall 2017 ? ?? Calcium July 2017 ? 9.0 Potassium 365 Dec 2016 8.2 Centaurus 2016 SP1 and Spring 2016 8.1 Naos 2016 8.0 Ara 2015 (Online only) 7.1 Carina 2015 7.0 Vega 2013 SP1 and Spring 14 6.1 Leo 2013 6.0 Orion 2011 (Online only) 5.0 Polaris 2011 5.0

In Microsoft Dynamics CRM On-Premises you might notice errors in the Event Viewer stating that the monitoring test failed for Help Content Server. The Event ID is 18732. I’ve seen this in several client installations. Searching for suggestions reveals that others have this problem, some have logged the issue with Microsoft and apparently this is

In CRM, associated views are used to display lists of records when viewing related items within a record. An entity can have more than one associated view. So for example, when viewing activities from within an account, contact and so on, you can choose between the following views: All Planning Activities Associated View [why is

When using server-side synchronization in Dynamics CRM Online and if email address approval is enabled the email address must be approved by a Dynamics CRM user who has the approve email address privilege (usually a System Administrator) AND is an Office 365 Global Administrator. Reference: https://blogs.msdn.microsoft.com/emeadcrmsupport/2014/09/16/dynamics-crm-2013-server-side-sync-email-approval/

Starting with CRM Online 2015 Update 1 and CRM 2016 On-Premises Export to Excel behaves differently. The dialog box which offered the setting “Make this data available for re-importing by including required column headings” no longer shows. Instead, Export to Excel is now a split button on the command bar with the choices Static Worksheet,