Expert Insights


Dynamics 365

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

Creating an Audit Report for User Logins in Dynamics CRM

If you’ve ever tried to create an audit report for Dynamics CRM, you may have noticed that you can’t create one with the Report Wizard. The Audit Summary Report in the Settings area gives you some information, provided you enable auditing for the correct entities. However, if you need detailed information on your report, or you wish to share this report to others in CRM, you quickly realize that your options are limited.

John Adali by John Adali

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

Using "People" as a currency in CRM

On a recent project, my customer tracked all their sales activities by how many people they impacted instead of how many dollars were generated. This is a standard xRM practice but in most cases, mon...

Concurrency Blog by Concurrency Blog