Authors

Dan Fink

Dan Fink

Dan is one of Concurrency’s Senior System Engineers on the Dynamics CRM Team. He focuses on providing strategic guidance and consulting to large scale customers in the CRM arena.

  • Dan has extensive experience with various Microsoft platforms including Office 365, SharePoint, and Dynamics CRM.
  • In addition to his core expertise, Dan helps organizations develop, design, and implement strategic technology initiatives.
Contributions by Dan Fink

CRM Tip: Comparing Security Roles with Photo Editor Layers

Comparing security roles in Dynamics CRM can be a major hassle, and take quite a long time to identify exactly which items are different. Here's a quick tip that can be used to overlay the roles on top of each other so it's immediately apparent which permissions are different.

Dan Fink by Dan Fink

Fetch XML Previews in Visual Studio Reports for CRM

Having issues using Visual Studio to build reports for CRM? Does the Link-Entity in your fetch cause results to not populate? This could be related to your Query String, and a quick change can resolve this to let you fetch as many entities as you need.

Dan Fink by Dan Fink

Deploying Provance ITSM to Dynamics CRM

Provance's ITSM product is more than just a CRM solution with a few entities, it's an entire bolt-on to CRM which can automate your organization's service management, and here's how to deploy it.

Dan Fink by Dan Fink

CRM Permission Eccentricities: Qualify a Lead

It seems that at least a couple times a month I find myself troubleshooting some odd CRM Permission Eccentricities, which usually involve a series of binary trial and error searches through the permissions to try and narrow down the area in the Security Role that’s needed. Assuming these types of issues keep arising, I’ll keep writing about them in hopes that this can become a series of posts to clarify the minimum permissions needed for specific actions in CRM. Today’s eccentricity will focus on when a user needs to Qualify a Lead.

Dan Fink by Dan Fink

CRM Permission Eccentricities: Why Can't I Remove Members from a Team?

The security model in Dynamics CRM is indeed complicated, and in many cases, that complexity provides needed features. There are occasions however in which the intertwined intricacies of Dynamics CRM’s security make you take a step back and think “Wow, I would never have guessed that is what was causing the problem.” One of these such cases arose when trying to find out why a user with a specific Security Role could add users to a Team, but could not remove them from the Team.

Dan Fink by Dan Fink

CRM Online Server-Side Sync AutoDiscover Fix

There's an odd bug that crops up in the CRM Online Email Server Profiles for some organizations which automatically sets the AutoDiscover option to Yes, disables the option on the form, and hides the...

Dan Fink by Dan Fink

Filter Dynamics CRM Lookup Values with Javascript

Dynamcis CRM added some new features in 2013 realted to filtering lookups which have been covered by others in the past, however, in the event you want to filter a lookup value based on another looku...

Dan Fink by Dan Fink