Tip #434: Recommended security for queues

CRM 2013 SP1 introduced private queues, but the private functionality only works correctly if your user security role permissions are set correctly. The recommended security role settings is: BU level read permission for queues Append To privileges for queues. If users still see other user’s queues or other queues that you don’t want them to,  then set all […]

Tip #410: How to create non-interactive user while saving foot from injury

Non-interactive users (available in CRM Online only) are defined as the users that “… can access the system but only through the Web service”. That makes them perfect for use as integration accounts. That and a small fact that they do not consume a CRM license (in quantities five or less). To create non-interactive user […]

Tip #343: In Dynamics CRM we trust

Having customer’s commitment issues? Something like this? Oh, I don’t trust corporations, they are out there to get you and your money. Remember Lehman Brothers? To start with, unlike subprime mortgages, Microsoft Dynamics CRM is a real product. What’s important though, that Microsoft, unlike payday lenders, recognizes concerns customers and prospects alike might have about […]

Tip #304: Security permissions for hierarchy visualization

If you upgrade to CRM 2015 and have custom security roles, those roles will not have permission to view the new hierarchy visualization. To add the permissions to your existing custom roles, use the Role Updater in the XRM Toolbox. Select the role you wish to update, then click “Next.” 2. Search for “Hierarchy” and […]

Tip #301: Using a team for system administrator access

Gustaf (not V) Westerlund mentions that while it may be attractive to create a team with System Administrator role to simplify security administration, the “inherited” approach is not sufficient to grant users all privileges that they need as System Administrator. For example, users cannot publish Business Rules if they don’t have a user role that […]

Tip #289: Security needed to pick and route queue items

Update  CRM 2013 SP1 changes the Queue “Work On” button to “Pick.” Before SP1, when a user clicked “Work On,” the queue item “Working On” field would be set to the user who clicked the button, but the record in the queue would remain assigned to the original owner. Post SP1, clicking “Pick” not only sets […]

Tip #283: Create a limited customizer role

In most deployments, users who need to manage customizations in an environment are granted the System Administrator or System Customizer role. This gives them the ability to create or edit entities, relationships, fields, views, charts, dashboards, the whole enchilada. But what if you want a nibble of the enchilada? Not all customizations carry the same […]

Tip #238: My workflow is my business

Workflow scope

Hey, everybody, Larry’s opportunity pipeline this month is again bigger than everyone else’s. Larry, what’s your secret? Larry, being somewhat softened by reasonable quantities of flavored C2H5OH, was more than happy to share his fortunes: It’s all about power of automatic workflows, my friends. See how I automatically increase opportunity value the moment it’s created? […]

Tip #207: Remove password expiration for O365/CRM Online

Like a boss meme

Password expiration in CRM Online is indeed a nuisance and can be changed but the maximum password expiration period configurable using Office 365 administration portal is 2 years. If you intend to use O365/CRM Online for longer than 2 years, you may want to consider using Powershell tools to do it like a boss. The […]