Confidential Records
Occasionally I'm asked by clients to provide a facility to mark records (usually contacts) as confidential.
I then
Does the CRM installing user need to be a member of sysadmin on SQL Server?
Some companies keep tight control on which accounts can be a member of the sysadmin fixed server role in SQL
CRM Preview features
CRM Preview features are new features that are made available in advance of being supported. They are usually made available
Firewall settings on CRM Server
This document https://msdn.microsoft.com/library/dn683916(v=crm.6).aspx describes the connectivity requirements for CRM in various
Links for Microsoft Dynamics CRM downloads
The table shows the download links for CRM components for versions 2011 onwards.
Click the link to open a new
Disk Cleanup on Servers
The disk cleanup option is not shown on property pages for disks on server operating systems. Some articles suggest installing
Reporting on Activities
THIS IS WIP
Activity Entities
Microsoft Dynamics CRM has several entities for recording activities as shown in the table. It
Feature Overlap
Confused about what each of the Microsoft Dynamics products can do? Here is a table that might help.
FeatureMicrosoft Dynamics
CRM 2015 Update Release Summary
Not all updates for CRM 2015 are available for all components. In particular the Update 1.0 series (which introduced
Preview Features
Microsoft has started releasing some features in CRM as preview features. These are features that are not yet supported but