Tip #900: Check custom roles if users can’t see the app

Role play and theater masks

This tip is from Rocky “Road” Sharma. What if you watched the video on App Designer, applied custom security roles to your app and now your users can’t see the App? If you are using custom security roles and create Dynamics 365 Apps for teams/departments in your organisation, the app may not appear in the […]

Tip #867: Video Guide to Dynamics 365 Unified Scheduling

Schedule board

In this video we look at how to use Dynamics 365 Unified Scheduling feature to setup and schedule other entities (such as Cases, Opportunities, Custom Entities, etc.) using the Schedule Board that is apart of either the Field Service or Project Service Automation Solutions. Give us your feedback, all of it: good, bad, and ugly, […]

Tip #853: Use caution with the View Layout Replicator

This morning we released episode 49 of CRM Audio (the original CRM MVP podcast). One of the topics we discussed with Andrii Butenko was our go-to tools in the XRM toolbox, and one of the tools mentioned was the View Layout Replicator. This power tool has saved many a CRM configurator hours of tedious frustration […]

Tip #770: Power to the users and developers with Chrome extension

Shoot yourself in a foot

If you are developer or power user, and don’t mind shooting yourself in a foot, check out Chrome Extension for Dynamics CRM Power users, available as a Chrome extension or as a birthday suit a.k.a. source code. Just some of our favorite features: God Mode. Makes all mandatory fields optional. Makes hidden fields/tabs/sections visible. Makes […]

Tip #751: When only some views fail

Square wheel fail

Symptom Users can freely access entity records in some views but not the others – instead they receive the following error: You do not have permission to access these records. Contact your Microsoft Dynamics CRM administrator. Solution Check that the views that generate “access denied” error do not include fields from the parent entity users […]