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.

Sharing Records - unexpected behaviour


27 Jan 2012

When a user shares a record with another user the sharing user specifies the permissions to share.

Consider this scenario:

a) User A is a member of one role only that gives him None - Delete access and Organization Level Read and Create Access on Accounts.

b) User B is a member of one role only that gives him User Level Delete access and Organization Level Read and Create access on Accounts.

c) User A may create and view accounts but not delete any and User B may create and view accounts but only delete the ones that he owns.

Hiding Tabs in Forms


29 Oct 2012

An unsupported method (unsupported because it is not described in the SDK) is available to hide tabs in a form.

Use the following:

crmForm.all.tabxTab.style.visibility="hidden";

crmForm.all.tabxTab.style.position="absolute";

where x is the number of the tab on the form starting at 0. Not sure why both hidden and absolute are needed though.

 

Importing Organisations


29 Oct 2012

When importing organisations into Microsoft Dynamics CRM 4.0 Workgroup or Professional editions the existing organisation is removed (however, the SQL Server database remains).

The Active Directory account of the user performing the import must be mapped to one of the CRM users in the CRM organisation that is being imported.

Running CRM 4.0 in virtual environments


27 Jan 2012

See this article http://support.microsoft.com/kb/957054 for Microsoft's policy on using CRM 4.0 in virtual environments.

Updating CRM 4.0 Setup Files


29 Oct 2012

During installation of CRM 4.0 the user has an option to obtain updated setup files over the Internet.

To manually obtain setup files follow the instructions in this article http://support.microsoft.com/kb/948917

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