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.

Outlook client for version 9.0


24 Jul 2018

Version 9.0 of the Outlook client is available to use against version 9.0 organisations and this supports offline working.

Version 8.0 of the Outlook client can be used against version 9.0 organisations but this does not support offline working.

I have seen the version 9.0 client successfully deployed on a Windows Server 2012 R2 terminal server.

Selected values for Multi-select option sets not displayed alphabetically


19 Jun 2018

Version 9.0 of Dynamics 365 (only available for Online at the time of writing) introduced multi-select option sets. Many blog articles have described the features and information for developers is available here.

One thing that I noticed recently is the way selected values are shown in forms and lists is not sorted alphabetically but instead the order is based on the numerical value of the the selected options.

Insights Solutions


28 Jul 2018

There are several solutions, provided by Microsoft, to provide analysis of customer data in Dynamics 365.

Relationship Insights Embedded Intelligence

Features include:

  • Relationship assistant
  • Email engagement
  • Auto capture

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/configure-enable-embedded-intelligence

Microsoft Bookings


20 Nov 2017

Microsoft Bookings is a free app from Microsoft for scheduling and managing appointments. It is aimed at small businesses.

Waiting for a page to be retrieved - Dynamics add-in for Outlook


18 Sep 2018

Sep 2018 - Dynamics web pages don't show in Outlook build 16.0.10730 or later

Back in Nov 2017 (see below), I documented an issue with the CRM add-in not showing web pages and getting stuck on "Waiting for a page to be retrieved ...".

The issue then was to do with an Outlook security update and a workaround was to add a registry setting.

Recently, I've started seeing the same symptom again but this time the cause is different; it seems that Outlook 2016 build 16.0.10730 or later has upset the Dynamics add-in when working on systems with multiple displays.

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