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.

First Party Solutions


29 Jun 2016

Microsoft has started releasing additional functionality for Dynamics CRM Online using add-on solutions sometimes referred to as first-party or preferred solutions.

Confidential Records


13 Mar 2016

Occasionally I'm asked by clients to provide a facility to mark records (usually contacts) as confidential.

I then have to establish what the client means by confidential. Most times, the client wants to have records that are marked as confidential visible only to a defined set of users even though the general policy is that all records are visible to everyone. However, there are other variations on what is meant by confidential. Staying with contacts the scenarios I've encountered include:

Does the CRM installing user need to be a member of sysadmin on SQL Server?


24 Jan 2016

Some companies keep tight control on which accounts can be a member of the sysadmin fixed server role in SQL Server. When installing CRM, although the installing user does not need to be a domain admin, the user does need to have certain administrativwe rights and this includes being a member of the sysadmin role on the SQL Server as per this article https://technet.microsoft.com/en-us/library/hh699825.aspx under the section Microsoft Dynamics CRM Server setup.

Diagnostic for CRM client to CRM Online issues


06 Oct 2017

Microsoft has created a diagnostic tool for troubleshooting issues when connecting CRM for Outlook to CRM Online instances.

You can run the tool at http://aka.ms/crmocblog

You must have an account in a CRM Online instance to use this tool

CRM Preview features


18 Jan 2016

CRM Preview features are new features that are made available in advance of being supported. They are usually made available in CRM Online.

More details available here.

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