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.

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.

Dynamics 365 for Talent
06 Nov 2017

Managing recruitment, onboarding, development of staff.

See https://dynamics.microsoft.com/en-us/talent/capabilities/

Includes: Attract, Onboard and Core HR apps.

The Attract and/or Onboard apps are available without Core HR.

See https://dynamics.microsoft.com/en-us/talent/overview/ for pricing.

Available with full or team members subscription license.

Relevance Search
26 Oct 2017

Dynamics 365 includes several search options:

  • Quick Search
  • Global Search (also called Categorized Search(
  • Advanced Find

In version 8.2 of Dynamics 365 Online a new search method called Relevance Search was introduced.

This searches multiple entities and offers many advantages over categorized search. It uses Azure services.

Dynamics 365 Products
01 Feb 2019

Platform

  • PowerApps
  • Power BI
  • Microsoft Flow

First Party Apps (available now)

  • Sales (Professional and Enterprise)
  • Service (Professional and Enterprise)
  • Field Service
  • Business Central (Essentials and Premium)
  • Finance and Operations
  • Retail
  • Talent

 

Evolution of Dynamics Financials/Finance and Operations/Tenerife
11 Oct 2017

Over the past year or so Microsoft has changed the branding of Microsoft Dynamics NAV in the cloud so you might well be confused.

Here is my understanding from a slide shown at Directions EMEA in Oct 2017. Note that "Tenerife" is a code name pending formal annoucement of a product name.

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