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.

Privileges for Interactive Service Hub to show


03 Oct 2017

If you encounter this message when navigating to the interarctive service hub, you might spend a long time trying to find the answer as I did.

I eventually discovered that Read privilege is needed for System Application Metadata on the Customization tab of a security role.

Hope this saves you time hunting!

 

Field Service


01 Oct 2017
Date Event
01 Apr 2018

Microsoft will no longer support the legacy FieldOne Add-on (v5.x or earlier) after April 1, 2018.

01 Feb 2018

Microsoft will no longer host legacy FieldOne on Azure or AWS after February 1, 2018

   

 

Finance and Operations, Business Edition Build Numbers


15 Aug 2017

To determine the build number for your installation, search for System Information. The build number is in brackets.

Document Management Entities


20 Jul 2017

Record types involved in Document Management

Entity Purpose
SharePoint Site A SharePoint site
Dcoument Location

Point to a SharePoint document library or folder.

These can be created automatically by Dynamics 365/CRM

SharePoint Site

SharePoint site records can use an absolute URL or a relative URL.

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