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.
16 Jun 2017
With Record Creation and Update rules it is possible to automatically create records in CRM. This is often used to create cases for emails sent to a support queue.
The option Create records for email from unknown senders needs some explanation. If this option is selected then if the sender of an email does not match a record in CRM then the rule will apply and the record (as per the rule creation details) will be created as well as a contact record where the last name is set to the email address of the unknown sender.
11 May 2017
Starting with Dynamics CRM 20xx, the knowledge base article system that has been in the product for a long time is superceded by a new system called knowledge articles.
22 Aug 2017
Microsoft has announced that Dynamics CRM version 2016 will be the last major version of Dynamics CRM to be supported by the connector.
27 Mar 2017
Enterprise Apps and Plan 1
Individual Apps (Sales, Customer Service, Field Service, Project Service Automation) around £72 per app per user per month or £110 per app per device per month
Plan 1 (which includes Sales, Customer Service, Field Service, Project Service Automation) around £90 per user per month
There is no minimum number of users (previously there was a five user minimum)
19 Dec 2016
The re-branding of Microsoft Dynamics CRM to 365 for on-premises deployments has arrived.
This is in the guise of the "December 2016 update for Dynamics 365 (On-Premises)" which you can download from https://www.microsoft.com/en-us/download/details.aspx?id=54515
Although it sounds like a new version, the December 2016 update is not a new version. Deploying this update changes the version to 8.2.0.0749, which is still part of the CRM 2016/version 8 release cycle.