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

Clearing out Trace records


08 Nov 2017

Dyanmics 365 maintains Trace records for troubleshooting things like Server-Side Sync. Inspired by this article, https://blogs.msdn.microsoft.com/crminthefield/2017/11/06/is-dynamics-365-server-side-sync-filling-up-your-database/ I have started using Bulk Delete to clear out older Trace logs.

I use the criteria Level = Information or Warning.

Dynamics 365 for Talent


06 Nov 2017

Managing recruitment, onboarding, development of staff.

See https://dynamics.microsoft.com/en-us/talent/capabilities/

Includes: Attract, Onboard and Core HR apps.

The Attract and/or Onboard apps are available without Core HR.

See https://dynamics.microsoft.com/en-us/talent/overview/ for pricing.

Available with full or team members subscription license.

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.

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