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.
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:
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.
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.
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.
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,