Special privileges in CRM Security Roles

Awesome article …

CRMguru

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

CRM 2011 Early Binding vs Late Binding Performance

Late is much faster that Early binding.

early-bound

Short

datashort

Long

datalong

WOODSWORKBLOG

Early binding versus late binding, which is faster?

Late.

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Main features – MS CRM 2016

ms-crm

The key features of Microsoft Dynamics CRM 2016 include … Continue reading “Main features – MS CRM 2016”

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

Good Post

Microsoft Dynamics 365

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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Field Service – User Guide

Complete reference for Field Service for Microsoft Dynamics CRM..

Microsoft Dynamics 365

Field Service for Microsoft Dynamics CRM 2016 is a powerful tool to help support the activities of field based engineers.

I have been blogging on this subject for a few months!

Here I will give a collection of links to my various posts on Field Service for Microsoft Dynamics CRM. Collectively these posts should provide you with a detailed user guide, you could think of this post as a “book” on Field Service.

  • Introduction / Theory
  • Installing Field Service
  • General Setup
  • Using Field Service

Tip:
Keep checking back to this post, I will continue to add more detail.

Introduction / Theory

PostDescriptionLast Updated
Field Service – Overview
An overview of the capabilities of Field ServiceAugust 2016
Work Order Theory
A description of what a work order is, its lifecycle and how it relates to other Field Service entitiesAugust 2016

Installation

PostDescriptionLast Updated
Field Service –…

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Deployments – Asynchronous Solution Import

solution-mgmt

Introduction:

Often you must have noticed that importing solution often slows down CRM to the extent that it is almost unusable for the period during which the Import action is being processed.

To improve performance, a new request has been introduced in CRM 2013 which supports to importing solutions asynchronously. This is however available only to developers and the Import Solution action from the CRM Interface still locks CRM out for any practical use by CRM users. Continue reading “Deployments – Asynchronous Solution Import”

Deployments – Keep GUID sync

deploymnet

During deployments we have to keep same GUID’s across the environments, it will reduce the over headache like workflow/business rule validation. Here  are some methods ..

Manual Method

Exporting the data out of your DEV CRM (ticking for reimport), turning the files into CSV files, this will have the guid each row.  You can import these into different CRM instances

Create a CRM SDK Console app

Continue reading “Deployments – Keep GUID sync”