Tip #7: Use In-Private Internet Explorer sessions to work in multiple CRM Online environments

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 […]

Tip #4: The Application Metadata security privilege

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 […]