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.

Microsoft Dynamics 365/CRM Version Numbers and Code Names


29 Jun 2017
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

Order Product Pricing Locked


14 Feb 2017

In CRM 2016 with SP1, it seems that a "bug" has been introduced where the price of an order product added from the catalog (an "existing product") cannot be changed. This was not the case in earlier versions.

A field on the Order Product form, named Pricing (internal name ispriceoverridden) determined whether the price per unit can be changed. However, on the Order Product form this field is set to read-only with a value of "Use Default"; so there is no way to change the value to "Override Price".

Help Content Server Test errors


14 Nov 2016

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.

Microsoft Dynamics 365 and other services


15 Nov 2016

Work in progress

 

Common Data Service (using the Common Data Model)

PowerApps

Flow

 

For use with Office 365 Business SKUs, Outlook Customer Manager https://blogs.office.com/2016/11/14/introducing-outlook-customer-manager-relationships-made-easy-for-small-businesses/

 

Associated Views


24 Oct 2016

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:

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