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 →

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 →

#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!

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 →

Dynamics CRM 2015 Certification Exams

The following exams have surfaced for Dynamics CRM 2015: MB2-704 - Microsoft Dynamics CRM Application MB2-708 - Microsoft Dynamics CRM Installation MB2-720 - Functional Application in Microsoft Dynamics Marketing Free Second Shot on all of them until May 31, 2015. UPDATE: the following exams have also been added: MB2-706 - Microsoft Dynamics CRM Online Deployment... Continue Reading →

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