Knowledgebase

Welcome

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.

Performance Center


20 Oct 2015

Here is something that I hadn't seen before, the Performance Center. Courtesy of a post by PowerObjects, type CTRL+SHIFT+q to reveal the Performance Center. The first time you do this, click Enable to start tracking performance and then Close.

Then after you open a record call up the Performance Center again (CTRL+SHIFT+q) tosee how long each part of the form load took.

Click Disable in the Performance Center to turn off performance tracking.

Dynamics CRM for Phones (mobile client)


19 Oct 2015

The phone client for phones was updated for Microsoft Dynamics CRM Online 2015 Update 1 and later. The earlier version of the mobile app is renamed to Dynamics CRM for Phones Express.

Disk Cleanup on Servers


13 Oct 2015

The disk cleanup option is not shown on property pages for disks on server operating systems. Some articles suggest installing the Windows Desktop Experience to get this feature. However, this is not necessary. Follow the instructions at https://technet.microsoft.com/en-us/library/ff630161(v=ws.10).aspx and you can run Disk Cleanup as a standalone program without installing Desktop Experience.

Reporting on Activities


03 Oct 2015

THIS IS WIP

Activity Entities

Microsoft Dynamics CRM has several entities for recording activities as shown in the table. It is possible to create custom activity entities. Each activity type has a code.

Feature Overlap


01 Oct 2015

Confused about what each of the Microsoft Dynamics products can do? Here is a table that might help.

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