Dynamics 365 CRM

The privileges you are assigned regulate the functions you can perform on particular Records or objects. Your access levels determine which Records these privileges apply to. In other words, although your privileges may include the capability to delete Account Records, it is your access level that determines exactly which Records you are able to delete. Microsoft CRM includes four distinct access levels presented in order of increasing authority. USER (BASIC) User Access is the most restrictive of all the access levels. With User Access rights, a User can perform actions on the following: Records he owns Records owned by another User but which have been shared with him Records owned or shared by a Team of which he is a member BUSINESS UNIT (LOCAL) Business Unit Access is a step above the basic User level. It includes all the User Access rights, but it also provides access to Records that are owned by or shared with other Users who belong to the same Business Unit. ...

Assigning Records Assigning records is the act of changing the owner of the record.  Depending on security settings, assigning records may impact who can view or edit the record.  In order to assign records to a new owner, you can either Change the  Owner  on the record on the form. Click  Assign  on the Command Bar while viewing a record. Select one or more records from a grid view, and on the Command bar, click Assign. Assigning records can also trigger  workflows , such as a notification that a record has been assigned to you. Sharing Records When security settings prevent some users from seeing or editing all records in the Dynamics 365, it may be necessary to share records that require collaboration across teams.  When sharing, you can share the view, edit, assign, or delete rights as long as you have them yourself.  In order to share records, While viewing the record or while selecting one or more records on...

Append and Append To are two privileges that most user are not very clear about regarding their functionality. In this article we try to explain the difference between “Append” and “Append To” Privileges and how it affects the user access. Append and Append To basically deal with the entities that are parties to a 1:N relationship or N:1 relationship. Append:  When an entity has the lookup of another entity on its form. It is important that the user have the “Append” privilege on this entity so that it can set the values for the lookups on this entity. For eg: Contact has the lookup of Account on its form so here the user needs to have the “Append” privilege to be able to set the parent account. Append To:  When an entity is available as a lookup on another entity form. It is important that the user have the “Append to” privilege on the entity that is referred to in the lookup so that it can set the values for the lookups of this entity on any other form. For eg: Ac...

December 2017  - Microsoft Dynamics 365 Version 9 includes a number of new features and enhancements in the area of CRM. We have highlighted six you should definitely know about: 1. Unified Client Interface CRM has become part of Dynamics 365, which means that even the new Office 365 client portal provides clean navigation, crisp layout of fields and grids. A responsive unified interface for the Customer Service Hub and Business Edition applications means that users enjoy the same experience on Mobile and Tablets. 2. Web Client Refresh The new web client interface has undergone a significant refresh: borders around containers and uniform spacing, more colour theming, field controls styling, font standardisation, and text wrapping fix. 3. Multi-Select Option Sets Set an option set as multi-select and it renders on forms as an intuitive multi-select control.  Advanced Find has new operators specifically designed for these, plus filtering in Views. The form list i...

Entity relationship defines how a specific entity record is related to another entity record. In this post we will discuss what is entity relations and details about this topic. We will learn below points in this article, Fundamentals of entity relationship Relationship V/s Connections Types of Entity Relationships Relationship Behaviors How to create Relationships Fundamentals of Entity Relationship Entity relationships define how records can be related to each other in the database. When you are adding a lookup field to an entity the system creates a new 1:N (one-to-many) relationship between the two entities and lets you put that lookup field in a form. Using lookup field you can associate an entity record with another entity record. Relationship V/s Connections Although these two word looks like similar we have to understand when to use connections and when to use Relationships. The below grid speaks about it. Relationships Connections 1.    This...

Sales: - It's a process of converting new leads converting them into customers(contact,account) and working on opportunity against them. opportunity itself can have stages. While in opporunity you can go to create quotes, orders and invoices for the sales of your product.   Marketing:- As the name says it is the marketing of your product,services etc. You can create Marketing list for leads/account/contact and distribute the marketing activities among them in a marketing campaign. Remember each campaign has a plan, a buggeted cost. The result of these marketing activities can result into the new opportunites with existing  customers or new leads. So the output of marketing process is basically input to the sales process. Service:- This is the 3rd module in MS CRM which is normally used if your company is providing services for your product like maintence service or other services. You can have contract against your customer which can define how the customer are ser...

Dynamics 365 is not a single product with limited capabilities ; it is a cloud-based product, combining more than one functionality into a single product where you can manage all the applications and tools you need to run your business. Dynamics 365 is a combination of CRM and ERP , at the same time providing you with the best way to integrate your business parts and store your data in one place. Click here to download our free ebook on Dynamics 365 and get answers to your questions! What is Dynamics 365 providing me that Dynamics CRM does not? Dynamics 365 is giving you the capability to administer all of your applications and services from one portal. You can manage the following: Users and groups Resource Billing Contact support Services and add-ins Domains Products Reports Health Admin centers for your products Editable Grids This is a powerful feature that speeds up your modification data. It eliminates the time-con...