Microsoft Dynamics CRM Online has enhanced its “Getting Started” tools. They’ve included a wealth of information on the new and improved launch page to help you access the resources you need when you need them most. There’s some excellent information in the new “Getting...
A quick follow up to yesterday's post about Dynamics CRM security and cascaded access. Jeremy Winchell, who I consider the sharpest CRM guru I've ever met and an integral member of the Inetium CRM Team, came across some issues with the cascading features of SHARING recently while working with...
Posted to
Dana Sosa
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dsosa
on
02-26-2009
Filed under:
Filed under: Microsoft Dynamics CRM, Microsoft CRM, Microsoft CRM Online, CRM, Microsoft Dynamics CRM Online, Inetium CRM Team, CRM Online, Privileges, Sharing, Teams, Cascading
The Microsoft Dynamics CRM security model is a role-based security model, where a role is conceptually some group of users (i.e. Marketing Professionals, Sales Managers...). CRM allows you to create a very granular security structure, with support for sharing and assignment of record ownership to a particular...
Posted to
Dana Sosa
by
dsosa
on
02-25-2009
Filed under:
Filed under: Microsoft Dynamics CRM, Microsoft CRM, Microsoft CRM Online, CRM, Microsoft Dynamics CRM Online, CRM Online, Security, Privileges, Sharing, Access, Teams, Cascading
Nick Elders, one of my favorite clients who works for Microsoft Dynamics CRM 4.0 user Community Reinvestment Fund, USA taught me something awesome today. I was under the impression that you needed to create ODBC data connections to Microsoft Dynamics CRM filtered views manually in Microsoft Office Excel...
***Update: Subsequent Microsoft Update rollups have changed this functionality significantly. This blog post applies to CRM 4.0 and it's earlier RU's. So… you say you’re using Microsoft Dynamics CRM 4.0 and you’re using Microsoft Office Outlook … well, then you’re...
Despite what Ted H said about me in his glowing introduction last week, I have not managed to memorize every Microsoft CRM book, blog post, whitepaper, what-have-you that I’ve read in my tenure here at Inetium. I get lucky once in awhile with a quote here or there… but I’m no Rain...
Hi! I'm Dana Sosa, another member of the Inetium CRM Team. I sit right next door to Ted H, who graciously introduced me , along with the rest of our colleagues in his blog last week. I think it's high time I started blogging for the CRM Team too – after all – gotta keep up with the...
Microsoft CRM Online Client Configuration – Some Tidbits of Information So this information may not be helpful for probably the majority of CRM Online implementations – but for those few who have aggressive firewall rules, you may find this helpful. If you do have your firewall configured...