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

Microsoft Dynamics CRM Courseware and Exams


02 Nov 2017

Training and Adoption Kit for Microsoft Dynamics CRM 2013

Check out http://www.microsoft.com/en-us/dynamics/crm-customer-center/training-adoption-kit-for-microsoft-dynamics-crm-2013.aspx for materials that you can customize and use for your own training and reference.

Relevance Search


26 Oct 2017

Dynamics 365 includes several search options:

  • Quick Search
  • Global Search (also called Categorized Search(
  • Advanced Find

In version 8.2 of Dynamics 365 Online a new search method called Relevance Search was introduced.

This searches multiple entities and offers many advantages over categorized search. It uses Azure services.

Evolution of Dynamics Financials/Finance and Operations/Tenerife


11 Oct 2017

Over the past year or so Microsoft has changed the branding of Microsoft Dynamics NAV in the cloud so you might well be confused.

Here is my understanding from a slide shown at Directions EMEA in Oct 2017. Note that "Tenerife" is a code name pending formal annoucement of a product name.

Sandbox instances in Microsoft Dynamics CRM Online


06 Oct 2017

The Feb 2014 (6.0.2.43) build of Microsoft Dynamics CRM Online changed the way test instances are managed. They are now named sandbox instances and are marked as so in the user interface with a SANDBOX watermark.

Future releases will add new capabilities to sandbox instances including:

  • Reset an instance
  • Copy a production or sandbox instance into a sandbox

This blog article on MSDN provides the details.

Microsoft Acquisitions and Partnerships


06 Oct 2017

Businesses acquired by Microsoft to extend the feature set of Microsoft Dynamics CRM.

Pages