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Another one on the best practice / bad practice topic. Working with custom security roles this time.

We have an option to start configuring a new Security Roles from an existing role. You might be tempted to do that, thinking it’ll save you time and minimize the potential for missing something. But, there’s a problem with that approach. In order to create a new role, you should be spending pretty much the same amount of time to create one from scratch versus a Save Create New (Yes, that’s what it’s called, would have been better named Save As for consistency). Read the rest of this entry »

Taxonomies have been around for a very long time. In biology, even before technology evolved, taxonomies were defined to group and structure various organisms based on shared characteristics.

Evolving with technology

With the evolution of technology, the approach has been borrowed, and is now used in structuring data and various materials.

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Connections were introduced in Dynamics CRM with version 2011. To the day, various customizations are taking advantage of the enhanced functionality of Connections.

The main advantage over Relationship Roles is the ability to relate almost all entities in Dynamics CRM. With Relationship Roles you were only able to relate Accounts, Contacts and Opportunities.

The process to create new Connections is quite simple and straight-forward. In the context of your solution, navigate to Connection Roles, add a new one, give it a name, select the type (pre-defined types include business, family and other options), and select the entities it will relate.

We are going to look at using Connection Roles in the context of associating Project Stakeholders to a custom entity called Project.

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