Tip #1207: Check applied entity permissions in portals
Liquid is a great templating language adding flexibility to your Dynamics 365 Portal templates. However, as any abstraction, it hides some of the things happening under the hood, including some...
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Tip #1147: Revisiting Queues and Teams
Almost two years ago I wrote on the merits of using Teams vs Queues for managing Cases. While I stand behind what I wrote (Teams are simpler but Queues are more powerful) another element raised its...
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Tip #1134: Moving Users Between Business Units
As discussed in 917, moving Users between Business Units can be difficult and, as Joel suggested in 935, a good option when setting up a new system is to add a child Business Unit from the outset and...
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Tip #466: It’s not a privilege
Way back in Tip 226, we talked about the sitemap privilege tag that can be used to hide sitemap subarea links for users that don’t have a specific entity permission. One thing that you should know is...
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Tip #305: Missing Users
After you CRM 2015 upgrade, the users, teams, and roles should now appear in the Settings area under “Security Management.” However, what should you do if the new security management section is...
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Tip #166: Become role customizer ninja
If you frequently modify security role and your wrist hurts because of all tiny mouse movements, there are some undocumented explicit links on the role dialog that could make your life much easier....
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Tip #165: 1:1 with security twist
Usability of 1:1 relationships stretches far beyond UI candy. They can become a very useful tool that secures parts of the same logical record. For example, financial services company might use account...
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Tip #78: Business Owner CEO Business Manager
The CEO Business Manager security role in the CRM has broad rights, almost as much as the System Administrator Role. No matter how forcefully you are told, don’t give this role to the owner of the...
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Tip #57: Secure Real-time Workflow Execution
Executing real-time workflows has it’s own security setting. It is in addition to and separate from executing a background workflow. Open up the security role, move the Customization tab, scroll down...
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Tip #29: Solve missing permission issues
Sometimes, especially when you upgrade CRM or you add new entities, one of your users may see an error message like this: This error means that the user’s security role is missing a permission required...
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Tip #19: How to hide a form
The only way to hide a form in CRM 2011 is to remove all security roles from the form. CRM 2013 adds ability to deactivate the form making it unavailable to all users. As expected, form list command...
View ArticleClik here to view.
Tip #466: It’s not a privilege
Way back in Tip 226, we talked about the sitemap privilege tag that can be used to hide sitemap subarea links for users that don’t have a specific entity permission. One thing that you should know is...
View ArticleClik here to view.
Tip #305: Missing Users
After you CRM 2015 upgrade, the users, teams, and roles should now appear in the Settings area under “Security Management.” However, what should you do if the new security management section is...
View ArticleClik here to view.
Tip #166: Become role customizer ninja
If you frequently modify security role and your wrist hurts because of all tiny mouse movements, there are some undocumented explicit links on the role dialog that could make your life much easier....
View ArticleClik here to view.
Tip #165: 1:1 with security twist
Usability of 1:1 relationships stretches far beyond UI candy. They can become a very useful tool that secures parts of the same logical record. For example, financial services company might use account...
View ArticleClik here to view.
Tip #78: Business Owner CEO Business Manager
The CEO Business Manager security role in the CRM has broad rights, almost as much as the System Administrator Role. No matter how forcefully you are told, don’t give this role to the owner of the...
View ArticleClik here to view.
Tip #57: Secure Real-time Workflow Execution
Executing real-time workflows has it’s own security setting. It is in addition to and separate from executing a background workflow. Open up the security role, move the Customization tab, scroll down...
View ArticleClik here to view.
Tip #29: Solve missing permission issues
Sometimes, especially when you upgrade CRM or you add new entities, one of your users may see an error message like this: This error means that the user’s security role is missing a permission required...
View ArticleClik here to view.
Tip #19: How to hide a form
The only way to hide a form in CRM 2011 is to remove all security roles from the form. CRM 2013 adds ability to deactivate the form making it unavailable to all users. As expected, form list command...
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