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.

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:

Server Side Synchronization in Dynamics CRM Online - Approve Email address


04 Oct 2016

When using server-side synchronization in Dynamics CRM Online and if email address approval is enabled the email address must be approved by a Dynamics CRM user who has the approve email address privilege (usually a System Administrator) AND is an Office 365 Global Administrator.

Reference: https://blogs.msdn.microsoft.com/emeadcrmsupport/2014/09/16/dynamics-crm-2013-server-side-sync-email-approval/

Export to Excel changes in CRM 2015 Update 1 and CRM 2016


20 Sep 2016

Starting with CRM Online 2015 Update 1 and CRM 2016 On-Premises Export to Excel behaves differently.

The dialog box which offered the setting "Make this data available for re-importing by including required column headings" no longer shows.

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