Knowledgebase

Welcome

Welcome to my knowledgebase, which started as a place for me to file information that I find (mostly about Microsoft Dynamics 365/CRM) and are likely to forget. Many times I searched for something only to find my own article.

Feel free to browse and if any of the information helps you in your work 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.

Remove from Marketing List using WebApi


20 Nov 2018

You can manage adding and removing contacts from Marketing Lists in JavaScript.

Reviewing the WebApi documentation showed that this can be done, but there was a contradictory article on an SDK page which stated that removing a record from a marketing list does not work in the WebApi and I had seen some posts also stating this to be the case.

I checked this and it seems that removing a record from a marketing list is supported in the WebApi.

Here is how I achieved both. In the sample JavaScript below, ensure that you set these variables:

Portal Solutions


16 Oct 2018

Dynamics 365 Portals are a complex beast to manage.

There are two parts to a portal:

Rich Text Controls in Dynamics 365


26 Sep 2018

Rich text editing has been an ask of Dynamics 365 for a long time. Now, such controls have appeared in the Unified Interface but only in a limited way.

In my moderately brief review, I see the position as this:

  • Rich text controls are available in the Unified Interface for Dynamics 365 Online version 9.0
  • They are only available for the Content field in Knowledge Articles and the Description field in Emails

As far as I can see it is not possible to have the interface show rich text controls for any other field.

Duplicate Detection Rules can use lookups


21 Sep 2018

I recently configured a duplicate detection rule that used a lookup field as the match field. I surprised at first that duplicate detection did not appear to work when adding duplicated records. I had checked that the entiy was enabled for duplicate checking and published the rule.

However, after a while, I found that the duplicate detection rule did work. So even if the rule has a status of published (which means that all the matchcodes have been generated) there might be a delay before it works.

Outlook client for version 9.0


24 Jul 2018

Version 9.0 of the Outlook client is available to use against version 9.0 organisations and this supports offline working.

Version 8.0 of the Outlook client can be used against version 9.0 organisations but this does not support offline working.

I have seen the version 9.0 client successfully deployed on a Windows Server 2012 R2 terminal server.

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