Tip #437: Should I create private notes in CRM?

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. […]

Tip #434: Recommended security for queues

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 […]