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.

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Recently updated articles

Application Mode Settings


27 Jan 2012

Application mode runs CRM in Internet Explorer without the menu bar, address bar and file pull-downs.

Application mode is set in Settings | Administration | System Settings - Customization Tab. This setting applies to all sessions of CRM regardless of who starts it.

To run CRM in a normal Internet Explorer window for just one session browse to http://crmserver/loader.aspx

Delegate Security Role


27 Jan 2012

Microsoft Dynamics CRM 2011 includes the Delegate security role. The only privilege in this role is "Act on Behalf of Another User". This role on its own does not provide access to Microsoft Dynamics CRM and must be used in conjunction with another security role. The privilege "Act on Behalf of Another User" allows code to run as or impersonate another user as described in this link http://msdn.microsoft.com/en-us/library/gg334744.aspx.

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