The Ins and Outs of Dynamics 365/CRM
This article summarizes how to get data in and out of CRM. It is aimed at those who are new
Field Service
Date
Event
01 Apr 2018
Microsoft will no longer support the legacy FieldOne Add-on (v5.x or earlier) after April
Document Management Entities
Record types involved in Document Management
EntityPurposeSharePoint SiteA SharePoint siteDocument Location
Point to a SharePoint document library or folder.
These
Entities related to Goals
The following entities are used in Goals:
Display NameSchema NamePurposeRollup QuerygoalrollupqueryDefines the set of records that apply to the goal,
Files and how they are stored in Dynamics 365/CRM
Files can stored in Dynamics 365/CRM in emails or against notes. The following entities are used to store the
Knowledge Articles in Dynamics 365/CRM
Starting with Dynamics CRM 20xx, the knowledge base article system that has been in the product for a long time
Connector for Microsoft Dynamics 365 Deprecated
Microsoft has announced that Dynamics CRM version 2016 will be the last major version of Dynamics CRM to be supported
Dynamics 365 On-Premises
The re-branding of Microsoft Dynamics CRM to 365 for on-premises deployments has arrived.
This is in the guise of the
Microsoft Dynamics 365/CRM Version Numbers and Code Names
Product Name
Version
Code Name
Fall 2017 ?
??
Calcium
July 2017 ?
9.0
Potassium
365 Dec 2016
8.2
Centaurus
2016
Help Content Server Test errors
In Microsoft Dynamics CRM On-Premises you might notice errors in the Event Viewer stating that the monitoring test failed for