Tip #97: CRM Administrators Don’t Take this Shortcut

CRM System Admin

Okay, I understand, we are all busy and have more to do than time to do it. As CRM Administrators we can often spend most of our day reacting to requests with little time to actually plan our response. Here is the typical scenario – The marketing manager calls you and lets you know that […]

Tip #80: Auditing for all Critical Records

CRM Auditing

Maybe you don’t want to turn auditing on because you think you don’t need it or are concerned about the additional storage space it will consume. But enabling auditing is a CRM Administrator’s best friend when it comes to understanding the consequences of the assigned security roles. So at the minimum be sure to enable […]

Tip #79: Limit use of System Admin and System Customizer Assignments

CRM System Admin Role

At the risk of significant human induced catastrophe, don’t assign the System Administrator or System Customizer security roles to anyone that hasn’t received in-depth training in customizing, configuring and managing the CRM system. No matter how expedient it might be to assign the role to a marketing team member that needs to go into the […]

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 […]