Knowledgebase

Welcome to my knowledgebase, which started as a place for me to file information that I find (mostly about Microsoft Dynamics 365/CRM) and are likely to forget. Many times I searched for something only to find my own article.

Feel free to browse and if any of the information helps you in your work 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.

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Recently updated articles

Unified Interface


07 Dec 2019

Transition Now to the Unified Interface - don't wait


Why do I have to transition?

In September 2019, Microsoft announced that the web interface (sometime called the "legacy" interface) will be removed on October 1st 2020 and that all Online customers must use the "new" Unified Interface. There will be no exceptions.

Error when clicking to see field properties when editing a form


07 Dec 2019

I had an error a while back when working on customizing a form. I'm documenting the resolution to remind me an in case it helps anyone else.

The scenario is:

  • In a solution or the default solution, navigate to any entity
  • Open any form for the entity
  • In the form, double-click any field to change its properties

The following error appears

Disqualifying leads in bulk


07 Dec 2019

It seems that selecting more than 50 leads and then click Disqualify doesn't work. When I last tried this, I received an error.

Having logged a support call with Microsoft, the response was that is by design.

Microsoft Dynamics 365/CRM Version Numbers and Code Names


22 Nov 2019
Product Name Version Code Name
Fall 2017 ? ?? Calcium
July 2017 ? 9.0 Potassium
365 Dec 2016 8.2 Centaurus
2016 SP1 and Spring 2016 8.1 Naos
2016 8.0 Ara
2015 (Online only) 7.1 Carina
2015 7.0

Events and Conferences


08 Nov 2019

 

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