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.

Information about Dynamics 365 July 2017 update - Version 9.0


03 Jul 2017

Pre-release docmentation from Microsoft on the July 2017 update:

Automatically create records


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.

Knowledge Articles in Dynamics 365/CRM


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Starting with Dynamics CRM 20xx, the knowledge base article system that has been in the product for a long time is superceded by a new system called knowledge articles.

Connector for Microsoft Dynamics 365 Deprecated


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.

https://blogs.msdn.microsoft.com/dynamicsconnector/2016/04/08/connector-for-microsoft-dynamics-support-for-microsoft-dynamics-crm-beyond-dynamics-crm-version-2016/

Microsoft Dynamics 365 Licensing


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)

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