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.

Deleting workflow logs using the SDK


29 Oct 2012

To delete workflow logs using the SDK use the RetrieveMultiple and Delete messages.

Set up a query expression that defines which workflow logs to delete. For example, to delete workflow logs older than a certain date:

// set the columns to be returned
ColumnSet cols = new ColumnSet();
cols.Attributes = new string[] { "createdon", "description" };

// Create the on or before condition
ConditionExpression dateCondition = new ConditionExpression();
dateCondition.AttributeName = "createdon";

Reorganizing and Rebuilding Indexes


29 Oct 2012

From time to time it may be prudent to review index fragementation on the CRM database. High levels of fragmentation may impact on performance. Fragmented indexes can be sorted out by reorganizing or rebuilding.

This Microsoft article explains the options http://msdn.microsoft.com/en-us/library/ms189858.aspx.

Clearing Workflow History


29 Oct 2012

There is no way to bulk clear out workflow history via the CRM application. It is possible to delete entries under Settings | System Jobs but that is restricted to a set number of records at a time (i.e. the number of records shown in a list view).

In Microsoft Dynamics CRM 4.0 workflow history is stored in two tables called asyncoperationbase and workflowlogbase. Details of all jobs that have run (whether workflow initiated or not) are stored in the asyncoperationbase table. For workflows, asyncoperationbase has one entry.

Sending Direct E-mail to Contact requires permission on parent account


13 Oct 2014

Using Direct E-mail to send to a contact requires at least read access on the Parent Customer record.

Quite why this is needed is a mystery. Possibly a bug.

Sending Direct E-mail to members of a marketing list


29 Oct 2012

In Microsoft Dynamics CRM 4.0, there is no obvious way in the application to send direct e-mail to members of a marketing list.

Here is a way of doing just that:

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