Long time ago Stefan Strube sent me this tip, I filed it away and forgot all about it (sorry, Stefan!). Until last week, that is, when I started new deployment and customer had specific need for couple rollups on account entity. Good news was that those rollups are out of the box: opendeals and openrevenue, […]
We have a lot of flexibility when it comes to security in Dynamics 365; field-level, record-level, hierarchy, ad hoc sharing and so on. Sometimes, depending on the requirements, there are a few ways to skin the cat (such a violent expression). Whenever you are presented with a range of options to solve a problem, it […]
There were many people taking part in this discussion but I’m just going to take all the credit for providing the summary here. Contributors can claim the free drink from me when we meet. If you are planning to use alternate keys to access CRM data, keep in mind that the fields with field […]
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 […]
When you export a default solution from one organization so that you can create a look-a-like in new out of the box organization not everything comes over. Sure we know that users will need the security roles assigned,etc. But this caught me by surprise the other day, I now have it added to our check […]
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