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

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.

Users get "Unauthorized Access" errors when using ADFS


23 Sep 2018

When the ADFS Token-sgining and Token-Decrypting certificates in ADFS are automatically renewed, users in CRM might not be able to login. They receive HTTP 401 Unauthorized Access is denied errors.

This occurs because CRM is still using the expired ADFS token certificates. To resolve this reconfigure Claims-based Authentication and Internet-Facing deployment in CRM.

This article has more details: http://support.microsoft.com/kb/2686840

Duplicate Detection Rules can use lookups


21 Sep 2018

I recently configured a duplicate detection rule that used a lookup field as the match field. I surprised at first that duplicate detection did not appear to work when adding duplicated records. I had checked that the entiy was enabled for duplicate checking and published the rule.

However, after a while, I found that the duplicate detection rule did work. So even if the rule has a status of published (which means that all the matchcodes have been generated) there might be a delay before it works.

Waiting for a page to be retrieved - Dynamics add-in for Outlook


18 Sep 2018

Sep 2018 - Dynamics web pages don't show in Outlook build 16.0.10730 or later

Back in Nov 2017 (see below), I documented an issue with the CRM add-in not showing web pages and getting stuck on "Waiting for a page to be retrieved ...".

The issue then was to do with an Outlook security update and a workaround was to add a registry setting.

Recently, I've started seeing the same symptom again but this time the cause is different; it seems that Outlook 2016 build 16.0.10730 or later has upset the Dynamics add-in when working on systems with multiple displays.

Opportunities: Stage, Pipelines and Phases


08 Sep 2018

As Dynamics has evolved, the way to determine the stage of an opportunity has changed. There are three periods to consider:

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