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.

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.

Microsoft Dynamics 365, Licensing and Pricing


08 Jun 2018

This is a work-in-progress article to record what I discover about Microsoft Dynamics 365 pricing and licensing

Customer Engagement Pricing

Prices were last checked on 8th June 2018 and are in GBP pounds per month per user and exclude VAT unless otherwise stated.

Workflow failing on send email step


01 Jul 2016

I had a problem with a workflow that was failing on a send email step.There was no clear reason as to why the step should fail. The details message of the workflow log had this error:

Cannot create the given type without the required parameters.

Not especially helpful. However, a search revealed that others had seen this issue before and provided a resolution of deactivating the workflow, removing the recipients of the email, saving the workflow and then adding the recipients back,

Parature


29 Jun 2016

Parature is available as a cloud-based service only and is

Available for Microsoft Dynamics CRM Online only.

Adxstudio Portals


29 Jun 2016

As at 29th June 2016

Adxstudio portals version 7.0.0018 to 7.0.0022

  • are supported by pay per incident processes
  • can be installed on Microsoft Dynamics CRM On-premises versions 2015 and 2016 and CRM Online
  • Trial keys are no longer issues

Adxstudio portals version 8.x and later

At the time of writing (according to https://support.microsoft.com/en-us/kb/3165165):

Pages