Knowledgebase

Welcome to my knowledgebase, which contains snippets of information that I find (mostly about Microsoft Dynamics CRM) and then forget.

You are most welcome to browse and if any of the information helps you in your work with Microsoft Dynamics CRM then that is great.

Use the search box or the tag links to search for articles.

About Me

I’m an experienced Microsoft Dynamics CRM Consultant and Microsoft Certified Trainer. Find out more at http://www.fkcrm.co.uk

Recently updated articles

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.

Entities related to Goals


14 Jul 2017

The following entities are used in Goals:

Files and how they are stored in Dynamics 365/CRM


13 Jul 2017

Files can stored in Dynamics 365/CRM in emails or against notes. The following entities are used to store the file.

Entity containing file Entity where file is stored  
Note annotation

Details of note and the file (if there is one)

Information about Dynamics 365 July 2017 update - Version 9.0


03 Jul 2017

Pre-release docmentation from Microsoft on the July 2017 update:

SQL Joins


03 Jul 2017

Note: The word Outer is optional

Join Type Description Example Code
Inner Join

Rows that are in both tables (by id)

select * from tblA

inner join tblB

on tblA.id=tblB.id

Full [Outer] Join All rows from both tables even if there isn't a match

select * from tblA

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

Automatically create records


16 Jun 2017

With Record Creation and Update rules it is possible to automatically create records in CRM. This is often used to create cases for emails sent to a support queue.

The option Create records for email from unknown senders needs some explanation. If this option is selected then if the sender of an email does not match a record in CRM then the rule will apply and the record (as per the rule creation details) will be created as well as a contact record where the last name is set to the email address of the unknown sender.

Knowledge Articles in Dynamics 365/CRM


11 May 2017

Starting with Dynamics CRM 20xx, the knowledge base article system that has been in the product for a long time is superceded by a new system called knowledge articles.

Connector for Microsoft Dynamics


04 May 2017

Microsoft has announced that Dynamics CRM version 2016 will be the last major version of Dynamics CRM to be supported by the connector.

https://blogs.msdn.microsoft.com/dynamicsconnector/2016/04/08/connector-for-microsoft-dynamics-support-for-microsoft-dynamics-crm-beyond-dynamics-crm-version-2016/

Microsoft Dynamics 365 Licensing


27 Mar 2017

Enterprise Apps and Plan 1

Individual Apps (Sales, Customer Service, Field Service, Project Service Automation) around £72 per app per user per month or £110 per app per device per month

Plan 1 (which includes Sales, Customer Service, Field Service, Project Service Automation) around £90 per user per month

There is no minimum number of users (previously there was a five user minimum)

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