Sometimes you need to work in multiple CRM environments simultaneously. For example, if you are moving customization from a development environment to a production environment. This can be somewhat difficult if you have environments that are both CRM Online, but use different Office 365 accounts. If you just open your browser and log on to […]
Microsoft Dynamics CRM 2013 has been redesigned to simplify the user interface. As a result, several ribbon buttons were removed from the form. One of the buttons that you may miss is the “Save and New” button, which saves the current record then opens a new blank form. When creating multiple records, this is a […]
If a user is having issues with the CRM for Tablet app on Windows 8/8.1 or iPad, you can enable tracing in the app. This will generate a trace log and may give you some useful details, such as if the user is missing a security role, what role is missing. Read more at the […]
In Microsoft Dynamics CRM 2013, to use CRM for Tablets, the user’s security role must have the “CRM for Tablets” permission, but there is also another new permission needed to use the tablet apps. On the Customization tab of CRM security roles, there is a new privilege called “Application Metadata.” The user requires read access […]
When you upgrade from CRM 2011 to 2013, you will need to grant your users security permission to read the “Mailbox” entity. This is because in CRM 2013, the user’s mail preferences for incoming/outgoing mail are set on the mailbox entity and not on the user record (like they were in earlier versions). If you […]
When you implement Microsoft Dynamics CRM and have multiple levels of user security, management of security can get complicated. If you have 20 different security roles and you want to add entity access for all users, if each group has a distinct security role, you have to add the permission to each role.