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.

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.

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.

What's coming


13 Mar 2018

Here is simple summary of what's coming over the next few months.

Disclaimer: Note that all dates are either my guesses or information I have found on public websites (not necessarily from Microsoft).

Date Item
Dec 2017/Jan 2018

Customer Driven Update (CDU) to version 9.0.

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