I’ve already seen some articles about “Promote To Admin” button, new in Microsoft Dynamics CRM 2016 Update 1, explaining in details how this button makes admin life easier by allowing quickly grant a user System Administrator role. All of the articles miss one important function that this button allows you to do. The functionality we’ve […]
Another mini truck stop, this time to assist Dylan “Not a real Kiwi” Haskins preserve his sanity. tl;dr If a team has user-level privileges, members of that team will NOT have these privileges for the records owned by individuals and not the team. For example, if the team has a user-level create privilege then a […]
The other day the client asked us to verify the field level security settings on the system. The reason, as they explained it, was that one of the lookup controls appeared disabled and wouldn’t become enabled regardless of what they did to FLS settings. Long story short, the control was disabled not because of the […]
Generally, no. Occasionally I will come across a requirement to allow for some CRM notes to be private and only readable by the person who creates them. In my opinion, this is generally a bad idea. In CRM 2013 and 2015, the user interface for notes does not allow users to open the note form. […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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