We have a lot of flexibility when it comes to security in Dynamics 365; field-level, record-level, hierarchy, ad hoc sharing and so on. Sometimes, depending on the requirements, there are a few ways to skin the cat (such a violent expression). Whenever you are presented with a range of options to solve a problem, it […]
I like to keep things simple and, sometimes, Dynamics’ in-built functionality make things complicated. Opportunities (and Leads) are a good example of this. There is no doubt Dynamics 365 is great choice for managing a sales pipeline but you need to find a balance between using all the functionality provided and keeping the system flexible […]
My team have built a fair few portal web forms in our current project and, over time, we have learned a few lessons. So, if you are about to launch into building web forms for a project, here are some pointers that may assist. Plan Out the Web Form The best lesson I learned from […]
Back in my first TOTD post, I sung the benefits of Organization Insights. It is truly the administrator’s best friend. But what if a non-administrator wants in on the action? It turns out that, by default, the only two Security Roles that can see the Organization Insights dashboard are the System Administrator and System Customizer […]
Generally my policy is unless there is a REALLY good reason, all data in CRM should be shared. However, on rare occasion, there is a REALLY good reason. When you have one special group who want to hide their, say, Activities from everyone else, a well-placed Business Unit will do the job (either have one […]
Back in “Should you use the lead entity?”, Joel Lindstrom provided an excellent summary of when using Leads is a good idea and what their limitations are. I am not a huge fan of Leads for the excellent reasons he stated in that Tip. The last straw for me was in Dynamics CRM 2013 when […]
Two common requests for portal pages is enabling tracking (seeing who has gone to a page) as well as ratings for pages i.e. the ability to say if a page was useful or not. Rating can be found relatively easily under the options for a web page (log in to the portal as an Administrator, […]
This is a lesson I have learned the hard way so take my bitter experiences and consider it wisdom derived from idiocy. The lesson is simple. When creating an option set, unless you are ABSOLUTELY certain you do not need to, make it a global one. Even if you are absolutely certain, make it global […]
If you have a field on a form which is used to trigger a workflow, you probably do not want to mess with it too much. You certainly do not want to be rapidly changing its value or having Dynamics 365 think the value has changed because, for example, a Flow is updating the entity […]
Back in the days when George Doubinski used configuration, he talked about using constants in workflows.However, this is only the tip of the configuration iceberg. Just above our Default Value box we can stack values for insertion into our field. What does it mean to stack the values and what happens when we do? When […]
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