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.
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20 Jul 2017
Record types involved in Document Management
|SharePoint Site||A SharePoint site|
Point to a SharePoint document library or folder.
These can be created automatically by Dynamics 365/CRM
SharePoint site records can use an absolute URL or a relative URL.
14 Jul 2017
The following entities are used in Goals:
13 Jul 2017
Files can stored in Dynamics 365/CRM in emails or against notes. The following entities are used to store the file.
|Entity containing file||Entity where file is stored|
Details of note and the file (if there is one)
03 Jul 2017
Pre-release docmentation from Microsoft on the July 2017 update:
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.