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

Remove from Marketing List using WebApi


20 Nov 2018

You can manage adding and removing contacts from Marketing Lists in JavaScript.

Reviewing the WebApi documentation showed that this can be done, but there was a contradictory article on an SDK page which stated that removing a record from a marketing list does not work in the WebApi and I had seen some posts also stating this to be the case.

I checked this and it seems that removing a record from a marketing list is supported in the WebApi.

Here is how I achieved both. In the sample JavaScript below, ensure that you set these variables:

Dynamics 365 Products


03 Nov 2018

Evolving article....

Product
Dynamics 365 for Sales Enterprise
Dynamics 365 for Sales Professional
Dynamics 365 for Service, Enterprise Edition
Dynamics 365 for Service (second price point)
Dynamics 365 for Field Service, Enterprise Edition
Dynamics 365 for Project Service Automation, Enterprise Edition

Portal Solutions


16 Oct 2018

Dynamics 365 Portals are a complex beast to manage.

There are two parts to a portal:

Rich Text Controls in Dynamics 365


26 Sep 2018

Rich text editing has been an ask of Dynamics 365 for a long time. Now, such controls have appeared in the Unified Interface but only in a limited way.

In my moderately brief review, I see the position as this:

  • Rich text controls are available in the Unified Interface for Dynamics 365 Online version 9.0
  • They are only available for the Content field in Knowledge Articles and the Description field in Emails

As far as I can see it is not possible to have the interface show rich text controls for any other field.

Pages