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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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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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”

How MS CRM identify new line in data

no-newline

one of requirement we had from client is add </br> for new line for “Description”, when we forward that data to another application from SOAP call.

But problem was, we cannot put that </br> in CRM field because its not looks good and many time user copy – pest data from some other document that time also we can not ask user to add ‘BR’  tag on each new line and even its not feasible.  Continue reading “How MS CRM identify new line in data”

Working with Goals – Rollup Query

rollup

We can create Rollup Queries using CRM SDK (plugin or workflow or some external tool). In this entity, MS CRM provided similar to advance find capability for Query attribute, CRM stores it in database as ‘fetchxml’ attribute in fetch-XML (XML) format. Continue reading “Working with Goals – Rollup Query”

Configuration Migration Utility

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The main purpose for the Configuration Migration tool is to migrate configuration data that is usually stored within custom entities from a source master development environment into a package that can be deployed onto a target live environment. The tool can also be used to package up some sample data say for a product add-on to demo how to use it.

issue: GUID’s must in sync to use this tool else it will copy the data but not able to resolve the lookup.

Continue reading “Configuration Migration Utility”

Common plugin for Deactivate / Delete all associated entity

Its walk-through for deactivating all associated (1:N) records. Steps for that are

  1. Create plugin
  2. Register and create steps

Create plugin

Continue reading “Common plugin for Deactivate / Delete all associated entity”

Trigger plugin using Action

actions

There are many scenarios that we needs to trigger plugin from ribbon / command bar. For this kind of scenario what we do, we create dummy entity and then call some message from JavaScript of  that dummy entity to trigger our plugin (you can explore this example from here ). This is what we do for MS CRM 2011, but from MS CRM 2013 onward, Microsoft CRM introduced ‘Action’ process.

Using Action we can trigger plugin, steps for that are …

Continue reading “Trigger plugin using Action”