Field Level Security (FLS) is a great feature which allows you to lock down certain fields to specific users or teams. You can control who can read the data, create the data and edit the data. This allows...(read more)![]()
Releasing Field Level Security Profiles
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Create a simple logic app with Dynamics 365 connector
Let us create a simple logic app that on create of a contact record in CRM creates the same contact in Gmail.
Log in to the azure portal.
https://portal.azure.com/#create/hub
Select New Logic App
Specify Name , Resource Group and Location for...(read more)![]()
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Microsoft Envision Business and Networking Event: Join the Wave of Digital Transformation
You have heard the buzz about Microsoft Dynamics 365, but you are not really sure what it is all about. Is it Customer Relationship Management (CRM) or Enterprise Resource Planning (ERP) or something in between or better yet something beyond?
You are thinking that perhaps you have or are using applications that are holding you back, that need to be upgraded or replaced. You are perhaps reconsidering what you are getting out of the technology you currently have. You want to leverage more of the power of the cloud and more from the latest and greatest technologies. You want to be empowered by technology to help you make even more business decisions.
You can start planning now to attend Microsoft Envision the week of September 25, 2017.
Book your tickets to Orlando, FL! Start thinking about interviewing and aligning the right internal and external people and teams for your project. Think about your business processes and at a minimum start documenting what you do today and what you want to be doing tomorrow. Pick the right product, one that can grow with you and can be configured AND extended to meet your needs. Honor the three People, Product and Processes to a successful project.
Come Swim in the Sun in Orlando!
And think about these awesome words from the Microsoft Envision Website
“Longevity in this business is about being able to reinvent yourself or invent the future.” Satya Nadella, CEO, Microsoft
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Microsoft Dynamics Partner Roundup: Warehousing for Dynamics 365; High-tech sales ops; D365/QuickBooks integration; Worldwide consumer attributes
In this week's Microsoft Dynamics Partner News Roundup:
- Enterprise Data Warehousing Solution by mcaConnect Now Available for Microsoft Dynamics 365 for Operations
- Tensoft Launches SaaS Offering for Technology Companies with Design Win Models
- DBSync Cloud Workflow IPaaS now Available at Microsoft AppSource to Help Companies Seamlessly Integrate Key Business Apps
- Versium Expands LifeData to Include Business and Consumer Attributes from More Than 100 Countries to Power Predictive Analytics & Data Enrichment across the Globe
Enterprise Data Warehousing Solution by mcaConnect Now Available for Microsoft Dynamics 365 for Operations
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Show HTML Webresources in Charts within Microsoft Dynamics 365/CRM
Introduction :
For a long time now, perhaps from version 2011 of Microsoft Dynamics CRM, we could design charts and these charts are displayed as a contextual pane beside the views that display the requested...(read more)![]()
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Xpress Educa + Social Engagement: ¡Las redes sociales como tu motor de captación y fidelización para tu institución educativa! | #ENFOCO365
ESTE ES UN EVENTO PATROCINADO POR 1TO1. AL REGISTRARTE ESTARÁS COMPARTIENDO TUS DATOS CON EL PATROCINADOR. PUEDES ESPERAR UN CORREO …![]()
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Project On-line | #ENFOCO365
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Integración con herramientas Office | #ENFOCO365
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Friends Across the Pond - Summit EMEA is Coming to a City Near You!
Looking for a peer-to-peer focused conference dedicated to Microsoft Dynamics CRM end user education and networking? Look no further, join us in Amsterdam 4-6 April at Summit EMEA 2017.
Summit EMEA 2017 is the premier conference for Microsoft Dynamics CRM users in EMEA countries. In a days' travel, you'll have access to connect directly with Microsoft team member, fellow end-users in similar roles and industries, and subject matter experts. These relationships will propel you and your organization forward with your product software investment.
Discover what Summit EMEA 2017 has to offer:
- Review the sessions available to attendees
- Learn more about our Microsoft Executive keynote speaker and general session speakers
- Watch why end-users are finding value in attending
- Check out this year's sponsors, including Microsoft, our charter sponsor
REGISTER TODAY. Join your peers in Amsterdam next month.
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The Cost of Doing Nothing vs Harnessing the Power of Dynamics 365
Goals. We all have them. Whether officially defined or not, there is something we are striving to achieve. The problem is that we often just don’t have time to spend on the activities that can lead us to achieve those goals. In my decade of working with tribal governments and tribal enterprises, I hear story after story where great goals (goals like improved tribal member service delivery, better operational and financial insight, etc.) have been on the table for years without much progress being made. The reasons are always the same: we get caught in the whirlwind of everyday tasks and there just there isn’t enough time or budget. Ask anyone why their business goals were not achieved and you can pretty much guarantee that time and budget, or the lack there of, will be one the main reasons. This is especially true in the world of technology and the goals we have around automation and process improvements.
Evaluating the cost (both time and money) of any technology project will always be important, but what is often forgotten is evaluating the cost of doing nothing. How long can you afford to continuing making decisions on month old financial data rather than real-time and forecasted financials? How much staff and space costs will you continue to waste storing and sifting through decades of paper records? How will you ever be able to spend focused time addressing key tribal member concerns when you spend two hours a day manually approving paper purchase requests, budget amendments, and employee time cards?
Cloud based technologies like Office 365, Intacct, and Dynamics 365 are making huge strides in reducing the time and cost for technology implementations. By eliminating the need for capital outlays of server hardware, traditional software licensing, increased staffing, and all the time required to set that up, cloud based technologies become operational subscriptions that can be implemented in much less time. This allows you to get more done with those time and budget constraints that we can never escape.
Too often the time and budget we don’t have to spend on technology goals can only be freed up by putting in the technology we don’t think we can afford. The question becomes, can you continue to afford to do nothing?
By Matt Borkowski, Arctic IT Tribal Platforms Manager, mborkowski@arcticit.com
The post The Cost of Doing Nothing vs Harnessing the Power of Dynamics 365 appeared first on CRM Software Blog | Dynamics 365.
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Birmingham CRMUG – PowerApps
Are you a Dynamics 365 / CRM user? Do you know about PowerApps ? See PowerApps in action on March 29th in Birmingham.
PowerApps is a service for building and using custom business apps that connect...(read more)![]()
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Dynamics CRM Security Roles and Removing Quote Products
If you have ever wanted to restrict a user’s ability to remove a quote product from a quote you may have noticed that Microsoft Dynamics CRM security roles do not have specific rights for the quote product. If you your goal is to stop users from removing quote products from a quote (this also applies to opportunity products, order products and invoice products) and you have done a little research, you will find that most sources suggest that you remove the append rights from the quote entity.
That does work, because it also stops users from relating other entities to the quote as well. This is obviously limiting since we want users to be able to create orders from a quote, and removing the append rights to the quote would stop that user from creating an order and relating it to the quote. We were recently tasked with finding a solution that would only limit the user’s ability to remove quote products but still allow the users to create orders from the quote.
The method explained in this post involves JavaScript and the use of the Ribbon Workbench to edit out of the box Dynamics CRM buttons. There are two areas that a user could use to remove a quote product from a quote. Either using the trash can button in the editable grid or opening the quote product and clicking the delete button there. Both of these aforementioned buttons can be edited using the Ribbon Workbench. The subgrid button uses the Mscrm.DeleteSelectedRecord command and the form uses Mscrm.DeletePrimaryRecord. We do not want to edit Out Of the Box Dynamics CRM actions but modifying a display or enable rule is pretty harmless. To accomplish our task we opted to add a custom JavaScript enable rule onto the both of the commands.
My first script was fairly simple and looked something like this:
In the code above, UserHasRole is a function that checks if the user has any security roles where the security role name matches the passed in variable, and the two variables are global variables and are set to the string security role name.
When the deleteButtonVisibilityForm function was added as an enable rule for the delete commands (Mscrm.DeleteSelectedRecord and Mscrm.DeletePrimaryRecord). During initial testing the functionality worked but it was a little confusing for users. With the change in place, the delete button was removed from the form (which was the desired result) but the trash can button remained in the subgrid. Interestingly, even though the button was displayed on the subgrid, if a user did not have the proper role they could click it all day and nothing would happen. In order to avoid any confusion we added some alerts:
With this new function, when users tried to click the trashcan button, if they did not have one of the two roles, they would be alerted with the string above. The only problem is that the enable rule would run on load of the quote product form so they would get alerted on load of the quote product form. In the end we decided to have two functions, one without alerts for the form and one with alerts for the subgrid.
This method depends on the UserHasRole function. Feel free to reach out if you have more interest in the UserHasRole function.
For more information about how to get the most out of your Dynamics CRM Solution, contact our experts at RSM. 855-437-7202.
by Steve Trefz for RSM
The post Dynamics CRM Security Roles and Removing Quote Products appeared first on Microsoft Dynamics CRM Professionals.
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Take part in the Microsoft Terminology Forum for upcoming Microsoft Dynamics 365 release!
The purpose of the forum is to give our partners and users the opportunity to give feedback on our existing terminology and translations for future products.
Our professional translators have defined the list you will see in the forum.
Participation is completely voluntary. You may participate as much or as little as you wish, and you may stop participating at any time.
It’s simple!
- Follow the easy registration steps, then review the glossary and votefor the suggestions listed, or give your own suggestions.
- Don’t forget to come back and vote more! Before the program closes why not come back and vote for the suggestions that came later.
When?
- March 17-24th: Suggestions & voting accepted anytime during these dates.
How?
The site works as a discussion forum where you can vote for the suggestions submitted, submit your own suggestion, or comment on other participants’ suggestions.
We have included a proposed translation for each of the source term.
Follow the easy one off registration steps.
- Click your language link and Sign in and register with your Microsoft account (used to be called Windows Live ID, e.g. a Hotmail email address, a Live.com or an Outlook.com email address)
- The first screen you see after signing in is the list of terms that we are looking for feedback on.
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- In order for reviewers to see only the new terms, click on New terms button
- Go through the terms and click the Comment button to suggest a different translation, to see the current suggestion, to comment or to votefor a specific translation.
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We welcome any feedback you have, you may review the full list and comment on individual terms, but the most helpful to us is that you review the full list of terms and click the Heart icon for suggestions you think are the right ones, even if they may be the only suggestion. You can quickly move from one term to the next by opening a term and using the Previous and Next arrows to go to the previous or next item:
Additional info
To get details about the program, such as contact info, start and end dates, and so on, click the link About this forum where we explain more.
Click the link Guidelines and Rules of Conduct at the bottom of the page to see information about terms of use and how the suggestions are used.
Thank you for helping shape and improve Microsoft products and services!
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Dynamics 365 Configuration Data Mover v2.1
I've released an updated version of my popular CRM Configuration Data Mover utility that includes the following features:
- Steps can now be set as create-only, update-only or create+update.
- You can browse to data files using a standard file open dialog window.
This upgrade is fully compatible with existing job files.
Getting the Dynamics 365 Configuration Data Mover
The source code is available in my GitHub repository here.
A compiled version can be downloaded here.
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Setting up development environment for RDL reporting in CRM 2013
Requirement:
Nothing of SQL 2008 is installed on your box
You have SQL server 2012 installed on your box
Steps:
1. Install Microsoft SQL Server2008 R2 RTM
Web URL: http://www.microsoft...(read more)![]()
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Update on BPF gotcha
Wrote an article a few days ago on the BPF new architecture and effects that it might have.
I spoke with Roger Gilchrist, a Principal Program Manager with the Product team during the eXtreme365 conference and he mentioned that using the "Process Stage" fields are actually not supported if you read the SDK very closely. This document is a very long document and it is not very clear in the UI and there is no other very obvious way of solving triggering on stage changes than the triggering on Process Stage changes, with which he did agree.
The important lesson from that, I think is that not everything you see in the UI is actually supported for use.
Gustaf Westerlund
MVP, Founder and CTO at CRM-konsulterna AB
www.crmkonsulterna.se![]()
I spoke with Roger Gilchrist, a Principal Program Manager with the Product team during the eXtreme365 conference and he mentioned that using the "Process Stage" fields are actually not supported if you read the SDK very closely. This document is a very long document and it is not very clear in the UI and there is no other very obvious way of solving triggering on stage changes than the triggering on Process Stage changes, with which he did agree.
The important lesson from that, I think is that not everything you see in the UI is actually supported for use.
Gustaf Westerlund
MVP, Founder and CTO at CRM-konsulterna AB
www.crmkonsulterna.se
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Dynamics 365 + Office 365 = Productividad. ¡Empodera a tu equipo de ventas! | #ENFOCO365
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¡Tuneando tu SQL para que tu Dynamics CRM vuele! #ENFOCO365
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Configuring Data Export Service in Microsoft Dynamics 365
Data Export Service is an add-on that allows replicating CRM Online Data to Azure SQL Database.
The below video by expert Scott Durow is the best resource to learn about it
https://www.youtube.com/watch?v=txms2Yvn6Vc
Below are the steps we need...(read more)![]()
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Removing Multiple Status Reason Values in the Header Area (Dynamics CRM/Dynamics 365 for Enterprise)
The ability to modify the values within Option Set fields on a Dynamics CRM/Dynamics 365 for Enterprise (D365E) form is, depending on your business scenario, one of the best reasons to learn how to write...(read more)![]()
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More Pages to Explore .....
