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 […]
When you click the “assign” button to assign a record to a user, you can only choose an active/enabled user, right? Wrong. When you click the assign button and select “Assign to another user or team,” you only see enabled users listed. This is because the lookup field is set to use the “Enabled Users” […]
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? […]
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 […]
Arghhhh – AGAIN? If your company uses Office365 (Exchange Online), I am sure you’ve had reactions like the one above several times in your life. Every 90 days actually. 90 days is the default Password Expiration Policy for Office365 (shorter than the 42 days of Active Directory) and this affects CRM Online. I get this question […]
Concerned about bleeding heart’s effects and decided to change your CRM password from pass@word1 to something a bit more robust? Nothing could be easier, right? Right, unless you are not an administrator and you have only CRM license assigned in which case instructions do not apply simply because mentioned menu is not there! “Easy”, say […]
We are all familiar with the record privileges in Dynamics CRM. User-owned entities have 5 access levels (None, User, Business Unit, Parent: Child Business Units, Organization) while organization-owned entities have only two of those (Go/No Go). Then there are miscellaneous privileges and training documentation states that (highlight is mine): Each Security Role also includes miscellaneous […]
Usability of 1:1 relationships stretches far beyond UI candy. They can become a very useful tool that secures parts of the same logical record. For example, financial services company might use account entity to hold information about their customers but due to Chinese walls within the company, investment manager should not be able to access […]
It’s a reasonably well-known fact that recreating roles from scratch and adding all privileges to replicate one of the system roles is not the same as copying that system role. There are some hidden privileges that are not exposed via security dialog. This topic has been discussed and documented for CRM 4.0 and for CRM […]
Let’s say you work for a company that uses CRM 4.0, you did not upgrade to 2011, and you now are moving to CRM 2013. If you use custom security roles (and most people do), I recommend recreating your custom security roles. Many new privileges were added in CRM 2011, and even more were added […]
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