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.

Changing country fields to picklists


29 Oct 2012

Changing country fields from free text to picklists is not a trivial undertaking. There are several considerations:
1. The existing country fields cannot be changed to be a picklist
2. The country field appears in several record types (account, contact, quote, order, invoice and addresses).
3. Addresses are mapped when creating records in the context of other records.
The options appear to be:

Problems when using Host Headers


29 Oct 2012

If host headers are used for the CRM web site a number of problems may occur including, workflows stuck at waiting, duplicate detection rules not working, Outlook configuration not working and so on. The issue appears to be how rows in the DeploymentProperties table in MSCRM_CONFIG are configured.

To check whether this is the issue, run the following SQL statements against the MSCRM_CONFIG database:

USE MSCRM_CONFIG

SELECT NVarCharColumn
FROM deploymentproperties
WHERE columnname = 'AsyncSdkRootdomain'

Hiding Sections on Forms


29 Oct 2012

One method is to use the physical order in which a section appears on a tab (starting at number 0).

// This hides section number 1 on tab 0, i.e. the second section on the first tab

Report Errors - Execution 'random string' cannot be found


29 Oct 2012

When CRM and SQL/SQL Reporting Services are on different computers, problems with trust for delegation may occur.

The SRS Data Connector should sort out these errors. However, I did have a situation where reports via CRM did not work but they did in Report Server.

In conjunction with Microsoft Product Support, I discovered I had to change a delegation setting on the computer account for the SQL Server.

In Active Directory, open the computer account for the SQL Server and

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