Tip #1014: How to target delegated administrator in apps

Security administration

I love when people ask a question but then answer it themselves within couple minutes. Take, for example, Steve “RapidStart” Mordue. Has anyone else experienced issues with attempting to use an App Designer built app with Delegated Admin Role? Before I could even type my a non-answer stating that only someone insane would try something […]

Tip #998: If you have to frequently log in to Dynamics 365 mobile

This is the latest in our series of posts called “Reviewing the reviewers.”  Given that the Apple App Store does not allow responses to app reviews, we are responding to these frequently misguided reviewers here, and explaining how they can resolve the issues that they are seeing with the Dynamics 365 mobile app. Read the […]

Tip #994: Compare two security rules

Steve “kick the hornet’s nest” Mordue asks: Does anyone know of a tool for comparing two security roles easily? Good news Steve. There’s a Yack for that. David Yack’s fantastic Xrm.Tools has a security role explorer that allows you to easily compare two Dynamics 365 security roles, identify what is unique to each role, and […]

Tip #982: Before you fire your administrator

Please be careful when disabling System Administrators in Dynamics 365. They are likely to own things, such as workflows. Before disabling System Admin accounts, check to see if there are any organization scope workflows that they own. If there are, reassign the workflows to another System Admin user account. If you don’t, these processes won’t […]

Tip #949: Imported records are not assigned correctly

Just for you

Today’s tip on record import comes from Guido “Trekkie not Star Wars fan” Preite. (And you can contribute too by sending your tip to jar@crmtipoftheday.com) Today I tried to import some accounts from an Excel file in a new CRM instance using the Data Import Wizard, I need also to assign them to the right […]

Tip #901: Restricting access to your instance revisited

Access restrictions

We’ve been hosting Dynamics CRM/365 instances for our customers since CRM 4 days but lately they have been moving to Dynamics 365 Online in drones (awesome – now I can sleep at night!). Some have been hesitant because we were using geo-restrictions for their instances (implemented in a supported way). Digging into why it was […]

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 […]