CRM 2011/2013 – What security roles do you to need to run a dialog

Hosk's Dynamic CRM Blog

I had a curious question today, what security roles do you need to run a dialog?  It was one of those questions that just stopped me in my tracks, I had no idea.

One interesting thing I noticed is security roles do not need to be published, they take affect as soon as you press the save button.  This is good know but also I’m sure sometimes they weren’t always taking effect.

Dialog’s are like workflows?

I assumed Dialogs were the same as workflows and some of the security was set in the scope of the workflow.  You can read about Workflow security in this great blog by Richard Knudson – Security for CRM 2011 Automatic Processes

For workflows you set the scope inside the workflow and then the user will need the Execute Workflow job security role

Dialog’s security is different

There is no scope in Dialog’s, as you can…

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Special privileges in CRM Security Roles

Awesome article …


There are several privileges in Dynamics CRM that control access to things like settings and user personalisation features, rather than data records. If users are missing some of these then they might not be able to sign in to CRM at all, or might not be able to use it properly. In particular, there are six privileges that can only be set at User level

Privileges that can be set at “User” Level only

There are a few privileges that you can only set to User level or None in any security role. Five of the entities for which this is true are on the Core Records tab, and you can easily find out which they are by looking at the System Administrator security role (shown below). Even this “super user” does not have global rights to these items so they stand out as the only rows not covered in…

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Error: An error has occurred. Please return to the home page and try again

In MS CRM 2013 - on premise, When I try to create a new Email activity in the opportunity page and insert one of the existing templates, I get the below error message "An error has occurred. Please return to the home page and try again." To reproduce, we need go to any entity ==> … Continue reading Error: An error has occurred. Please return to the home page and try again

New Features CRM 2016 Online Update 1 – Category Entity.

Nishant Rana's Weblog

CRM 2016 Online Update 1 introduces new entity called Category.

We can define Parent Category and Child Categories.

Category Number format can be defined in Auto Number settings.

For Category entity we can create 1 – N relationships with System Entity and Custom Entity and then associate their records with the categories. We cannot create N – 1 and N – N relationships from Category.

To associate category, I have created a new 1 – N relationship between Category and Account and added the lookup to the Account form.

This way category entity can help in grouping, search and reporting.

More details

Hope it helps.

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CRM 2011 Early Binding vs Late Binding Performance

Late is much faster that Early binding.







Early binding versus late binding, which is faster?


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Main features – MS CRM 2016

The key features of Microsoft Dynamics CRM 2016 include … Azure Machine Learning – To bolster product cross-sell recommendations and suggested knowledge articles with text analytics, Microsoft have introduced machine learning (ML) scenario-based integration with Azure ML11. This integration adds configuration experience and insights into the CRM user interface. This removes complexity and hence the … Continue reading Main features – MS CRM 2016

MB2-712 Certification: (Microsoft Dynamics CRM 2016 Customization and Configuration) – Revision Guide

Good Post

Microsoft Dynamics 365 and Unified Service Desk

I have been completing a series of posts to help people prepare for the MB2-712 certification (Microsoft Dynamics CRM 2016 Customization and Configuration. Here is a collection of links to all of these posts. I hope these might serve as a useful revision aid for the MB2-712 exam.

The MB2-712 certification is not easy to study for. At least in my opinion! The reason being the scope of the exam. CRM is a large product and therefore customizing it is a big topic. But a fun topic and one you will really enjoy learning about.

Revision Notes (Introduction)

Introduction / Overview to MB2-712 Exam

Configure Microsoft Dynamics CRM

  • Configure Dynamics CRM settings
    • Configure auditing, document management and collaboration; configure business units; perform user management; configure email; manage teams
  • Manage Dynamics CRM security
    • Understand security roles; define permissions and privileges; configure access levels; configure security roles; assign security roles; work with…

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