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 Web Sites


27 Jan 2012

acknowldegements to the Dynamics CRM Team Blog:

Microsoft Dynamics CRM - The Microsoft Dynamics CRM Web site is the place to go for information on all things CRM. You’ll find everything from an introduction to CRM and its value to your business to white papers, product specifications, customer testimonials, links to CRM communities, and much more.

Sharing Records - unexpected behaviour


27 Jan 2012

When a user shares a record with another user the sharing user specifies the permissions to share.

Consider this scenario:

a) User A is a member of one role only that gives him None - Delete access and Organization Level Read and Create Access on Accounts.

b) User B is a member of one role only that gives him User Level Delete access and Organization Level Read and Create access on Accounts.

c) User A may create and view accounts but not delete any and User B may create and view accounts but only delete the ones that he owns.

Sorting on multiple columns in views


27 Jan 2012

In any CRM view it is possible to change the column that is sorted on by clicking the title of the column.

It is also possible to further sort on additional columns by using Shift-Click on the column titles - though it is not possible to tell the order in which columns are used for sorting.

Running CRM 4.0 in virtual environments


27 Jan 2012

See this article http://support.microsoft.com/kb/957054 for Microsoft's policy on using CRM 4.0 in virtual environments.

Mail Merge


27 Jan 2012

The process of creating and working with templates is slightly simpler when working with CRM inside Outlook.

The process within the web client is as follows:

To run a mail-merge with existing templates the procedure is as follows:

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