Calculated fields explained

Calculated fields in Dynamics 365 is a real cool feature, that enables you to automate various calculations. You also can enforce rules/conditions with calculated fields. The sole purpose of this article is to give you a quick overview of calculated fields and their capabilities. In earlier CRM world we had write many lines of JavaScript to automate simple calculations. This is one of the big goals of Microsoft to reduce the code that we write. So, now you don’t have to be a programmer to apply validations and do calculations on your form. First let’s look at the capabilities of the calculated fields. That is the good side of it. So, calculated fields are capable of doing the following. (more…)

Dynamics CRM will not solve process issues

cap01When we give solutions using dynamics CRM, it is extremely important that the consultant must understand the client’s business domain. Because in many organizations, there are issues in their processes. Introducing technology might make things worse. Therefore, the first and foremost step is to study the business processes well. If you identify any issues with the processes, talk to your client and help them to solve it.

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Enable OneDrive for Dynamics 365

OneDrive integration is one of out of the box features that comes with Dynamics 365. But there are few other steps that you need to perform to enable it for the actual usage. This article is a step by step guide to enable OneDrive in your Dynamics 365 instance. Important thing is that, first you need to enable “Server based SharePoint integration”. Then only you can enable OneDrive to use with your crm instance.

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Dynamics CRM Security Roles – Part 03 – Assigning Multiple Security Roles

Dynamics CRM has the ability to assign users/teams with multiple security roles. This is ideal for medium to small scale organizations. Particularly, in scenarios where, within an organization there are no dedicated teams or individuals to perform certain tasks. Therefore set of business specific tasks can be shared among one or two individuals and the relevant security roles can be associated with the user(s).

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Dynamics CRM Security Model – Part 02 – Security Roles

When I describe about Business Units in one of my previous articles, I explained that business units defined the scope or the boundary for what people have access to. Within each business unit there will be security roles defined the accessibility for users. So it makes sense for a security roll to be associated with a business unit. Therefore at the point of creating the security role, you must associate the relevant business unit.

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Connecting Dynamics CRM 2016 On Premise to Power BI for better reporting

As we all know, Power BI is a great tool for generate reports. Best part is, it allows you to consume data from various data sources. Dynamics CRM is one of those many sources. True that CRM already provide reporting capabilities, but with Power BI, you can extend that capability. For instance, you can provide more interactive Dashboards with Power BI. Here, I am going to explain how to establish a connection to your CRM 2016 on premise via Power BI desktop. Let’s follow the steps.

First click on the “Get Data” from the ribbon, and select “Odata feed” from the drop down menu. (more…)

Dynamics CRM – Security Model – Part 01

Introduction

Dynamics CRM security is a critical aspect when it comes to implementing CRM solutions. If the security model is not designed properly, then you might end up in wrong people accessing wrong information and also you could end up putting sensitive information in wrong hands which could have severe consequences. In this article, I will try to give you a detailed picture about how Dynamics CRM Security model works, and how you can leverage some of the out of the box security features to better design the security aspect of your CRM solution.

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