Dynamics CRM Preview Feature: Task Flows

One of the new features made available in preview is the Task Flow functionality. This applies to creating logical business flows to execute on mobile devices (both phones and tablets). One example provided in the documentation is the post-meeting steps to be executed after a client meeting. The official documentation is available at: https://www.microsoft.com/en-us/dynamics/crm-customer-center/preview-feature-create-a-new-task-flow.aspx As... Continue Reading →

Apr 11, 2016 0

Hierarchical Visualization and permissions

I’ve seen a few questions recently about environment upgrades to Dynamics CRM 2015, or new security roles created where users do not have access to see the new hierarchical visualization offered by the platform. A user would for example navigate to Accounts and see a view just like in the previous versions, without the visualization... Continue Reading →

May 14, 2015 0

Un-share views on demand

This post is intentional left at a very high level, as a potential solution description. One interesting scenario we have encountered in a CRM involves the potential large number of shared views a user has to handle. NOTE: This deals only with views shared by a user, to another user. Sharing to teams should not... Continue Reading →

Apr 28, 2015 0

#1 Best Seller in category

Wanted to take this opportunity to thank the community, my new book is currently #1 Best Seller in Expert Systems on Amazon. And the Kindle edition is on sale! Thank you!

Feb 25, 2015 0

Dynamics CRM 2015: Hierarchical Security

With the release of Dynamics CRM 2015, we now have a new feature called Hierarchical Security. We’re going to look at how we can configure it and take advantage of it. This feature helps us with giving permissions to managers to see their reporting resources records as needed. First off, we get to the configuration... Continue Reading →

Feb 19, 2015 0

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