Knowledgebase

Welcome

Welcome to my knowledgebase, which contains snippets of information that I find (mostly about Microsoft Dynamics 365/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.

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.

Recently updated articles

Dynamics CRM Add-Ons


08 Aug 2018

There are many add-ons available for Microsoft Dynamics CRM. Here is a list of some:

Insights Solutions


28 Jul 2018

There are several solutions, provided by Microsoft, to provide analysis of customer data in Dynamics 365.

Relationship Insights Embedded Intelligence

Features include:

  • Relationship assistant
  • Email engagement
  • Auto capture

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/configure-enable-embedded-intelligence

Outlook client for version 9.0


24 Jul 2018

Version 9.0 of the Outlook client is available to use against version 9.0 organisations and this supports offline working.

Version 8.0 of the Outlook client can be used against version 9.0 organisations but this does not support offline working.

I have seen the version 9.0 client successfully deployed on a Windows Server 2012 R2 terminal server.

Selected values for Multi-select option sets not displayed alphabetically


19 Jun 2018

Version 9.0 of Dynamics 365 (only available for Online at the time of writing) introduced multi-select option sets. Many blog articles have described the features and information for developers is available here.

One thing that I noticed recently is the way selected values are shown in forms and lists is not sorted alphabetically but instead the order is based on the numerical value of the the selected options.

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.

Pages