Knowledgebase

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.

If you like, you can subscribe to be notified of new articles.

Recently updated articles

Waiting for a page to be retrieved - Dynamics add-in for Outlook


18 Sep 2018

Sep 2018 - Dynamics web pages don't show in Outlook build 16.0.10730 or later

Back in Nov 2017 (see below), I documented an issue with the CRM add-in not showing web pages and getting stuck on "Waiting for a page to be retrieved ...".

The issue then was to do with an Outlook security update and a workaround was to add a registry setting.

Recently, I've started seeing the same symptom again but this time the cause is different; it seems that Outlook 2016 build 16.0.10730 or later has upset the Dynamics add-in when working on systems with multiple displays.

Opportunities: Stage, Pipelines and Phases


08 Sep 2018

As Dynamics has evolved, the way to determine the stage of an opportunity has changed. There are three periods to consider:

Dynamics CRM Add-Ons


08 Aug 2018

There are many add-ons available for Microsoft Dynamics CRM. Here is a list of some:

Insights Solutions


28 Jul 2018

There are several solutions, provided by Microsoft, to provide analysis of customer data in Dynamics 365.

Relationship Insights Embedded Intelligence

Features include:

  • Relationship assistant
  • Email engagement
  • Auto capture

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/configure-enable-embedded-intelligence

Outlook client for version 9.0


24 Jul 2018

Version 9.0 of the Outlook client is available to use against version 9.0 organisations and this supports offline working.

Version 8.0 of the Outlook client can be used against version 9.0 organisations but this does not support offline working.

I have seen the version 9.0 client successfully deployed on a Windows Server 2012 R2 terminal server.

Pages