Did your firm acquire an External Connector License for your CRM 2011 OnPremise instance? Back in the days before CRM 2013 if you created a portal that customers, partners, vendors could use to connect to the CRM system via the custom API then you needed to buy the EC license. Alternatively, if you happened to […]
Has your CRM Organization moved from the old CTP Platform and now is running in Office 365? Did emails that depend on the email router to be sent out appear to be stuck inside of CRM? The reason is that the end points changed and you need to update your email router deployment configuration. I […]
Okay, I understand, we are all busy and have more to do than time to do it. As CRM Administrators we can often spend most of our day reacting to requests with little time to actually plan our response. Here is the typical scenario – The marketing manager calls you and lets you know that […]
If you have implemented your CRM organization and not done a sanity check of the built-in cascading relationships for the COLAC (contact, opportunity, lead, account, case) entities vs. your corporate business practices then you have missed an important step in the architecture process. When you have a one-to-many relationship there are effects to the related […]
It is a defacto standard process these days to sign up for a 30 day CRM 2013 Online Trial for various purposes – testing a new solution, doing a demo, some ad-hoc experimentation or as a possible go live project. However, if you go to links like the following, they won’t actually get you there […]
When you export a default solution from one organization so that you can create a look-a-like in new out of the box organization not everything comes over. Sure we know that users will need the security roles assigned,etc. But this caught me by surprise the other day, I now have it added to our check […]
Maybe you don’t want to turn auditing on because you think you don’t need it or are concerned about the additional storage space it will consume. But enabling auditing is a CRM Administrator’s best friend when it comes to understanding the consequences of the assigned security roles. So at the minimum be sure to enable […]
At the risk of significant human induced catastrophe, don’t assign the System Administrator or System Customizer security roles to anyone that hasn’t received in-depth training in customizing, configuring and managing the CRM system. No matter how expedient it might be to assign the role to a marketing team member that needs to go into the […]
The CEO Business Manager security role in the CRM has broad rights, almost as much as the System Administrator Role. No matter how forcefully you are told, don’t give this role to the owner of the business who is probably also paying the bills. Why? Because most likely, this person is the one that was […]
Before you can create the security architecture or manage your security, you need to know the terms: Privileges are the verbs in CRM: Create, Read, Write, Delete, Append, Append To, Share, Assign. Access levels, from most to least generous: organization, parent-child business unit, business unit, user, none. Entities are the units to which a security […]
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