Tip #77: Security Role Terminology

Before you can create the security architecture or manage your security, you need to know the terms: Privileges are the verbs in CRM: Create, Read, Write, Delete, Append, Append To, Share, Assign. Access levels, from most to least generous: organization, parent-child business unit, business unit, user, none. Entities are the units to which a security […]

Tip #18: How to disable export from the reports

Sometimes there is a requirement to stop users from being able to export CRM reports. Take away Export to Excel privilege and reports will be displayed without the export button. Dependency on Excel export privilege is, perhaps, a bit unintuitive, and the privilege covers not only Excel but other export formats as well. Privilege is […]

Tip #14: CRM Gustronomy – apply security roles to dashboards

System dashboards in CRM 2011 are visible to all users regardless of their roles and permissions. The only supported way to expose dashboard to a selective group of users is to create a personal dashboard and then share it. CRM 2013 added ability to apply security roles to the dashboards making it much easier to […]