In Microsoft Dynamics CRM, reports can be set as Viewable by User or by Organization. To see the CRM 2011 Report Security settings, navigate to WorkplaceReports, select a report and
Dynamics CRM 2011 for Outlook is awesome. With great features like the reading pane, pinned views, searching within a view, conditional formatting and the ability to see exactly where records
Here’s a scenario involving a sales team dealing with round robin lead assignment. Let’s say a sales department is currently receiving leads via their website using a custom Web-to-Lead component.
This was a question we were recently asked by one of our clients, and the answer is – Yes, role-based forms can be used to determine write access based upon
SharePoint 2010 provides a number of reasons for upgrading/migrating from 2007. CRM integration is simplified and enhanced. Creating external lists can now be done using SharePoint Designer and Business Data
A client of mine recently contacted me and asked me if there was a way to reassign some personal views that were created by an employee that has since left
Lately we’ve been creating Dynamics CRM map reports as a cool way of visualizing data. Using the SQL Reporting Services Map Wizard in Report Builder 3.0 or Visual Studio 2008/2010
Another exciting new feature in CRM 2011, is the ability to have different forms for different security roles. For Example: You may want the Account form show different fields, for