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.
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.
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.
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.
19 Jun 2018
Version 9.0 of Dynamics 365 (only available for Online at the time of writing) introduced multi-select option sets. Many blog articles have described the features and information for developers is available here.
One thing that I noticed recently is the way selected values are shown in forms and lists is not sorted alphabetically but instead the order is based on the numerical value of the the selected options.
28 Jul 2018
There are several solutions, provided by Microsoft, to provide analysis of customer data in Dynamics 365.
Relationship Insights Embedded Intelligence
- Relationship assistant
- Email engagement
- Auto capture