access teams
Making the Case for Using Access Teams in Dynamics 365
March 1, 2019

In this post, we illustrate the ways you can use Access Teams in Microsoft Dynamics 365 with real-world business examples.

Dynamics 365 July 2017 Update: Activity Logging and Session Management for Security and Compliance
August 14, 2017

For implementations of Dynamics 365 that require adherence to strict regulations such as FedRAMP and HIPAA, there are now powerful options available in the July 2017 update for Dynamics 365 for User Session Management, and Activity Log Management.

Enhanced Security
Dynamics 365 July 2017 Update: Enhanced Security
July 21, 2017

With the Dynamics 365 July 2017 Update, Microsoft has added a configurable “Max Session Timeout” and “Inactivity Timeout” functionality. These separate functions are meant to meet both HIPAA and FedRAMP

securing crm
The CRM Minute: Lock it down! Tips for Securing CRM for Dynamics 365 [VIDEO]
March 1, 2017

Your CRM for Dynamics 365 system is the cornerstone of your company’s data. That means keeping it safe and sound is critical. The last thing you’d want is for your

securing crm
The CRM Minute: 5 Tips for Securing Your CRM Like the Pros [VIDEO]
January 18, 2017

Keeping your CRM for Dynamics 365 system secure is top-of-mind for most organizations. But how can you ensure that your data remains safe from the bad guys? In this episode

Canadian Datacentre
The CRM Minute: The Microsoft Canadian Datacentre and What it Means for YOU! [VIDEO]
January 4, 2017

As of 2016, Microsoft Datacentres are now available in Canada! This expands Microsoft’s trusted cloud services into Canada and offers unprecedented solutions, cost savings, efficiency, productivity and reliability. In today’s episode

Dynamics 365 Security
The CRM Minute: Tips for Dynamics 365 Security [VIDEO]
November 9, 2016

Your Dynamics 365 system is the lifeblood of your business, which is why it’s so important to make sure your data stays safe, secure, and in-tact. Hear from Alex, our

Disable custom and System Dashboards
Using Security Roles to Disable Custom and System Dashboards
August 30, 2016

Security roles in Dynamics CRM can be configured to disable both custom and system Dashboards, which can be useful if a company adopts an existing solution but its users do

Printing Reports
How to Disable Exporting or Printing Reports in Dynamics CRM 2016
August 22, 2016

Depending on the sensitivity of an organization’s data, it is often necessary to disable the ability to export or print reports. This ensures that reports with confidential information such as

security roles
Solving Security Headaches: Display Rules Based on Security Roles
May 17, 2016

Some organizations need to allow certain users to access buttons on the Ribbon or Command Bar, while allowing others to utilize them based on the users’ security privileges. If you

MS CRM Custom WCF with Dual Encryption
November 3, 2015

This allows the MS CRM custom WCF service which is hosted in MS CRM IIS server to be accessed from Client in a more secured fashion. The message payload sent

Administering Team-based CRM Security in Changing Organizations
May 15, 2015

Traditional security management within Microsoft Dynamics CRM involves assigning a security role to a user or group of users. If the user changes roles, a new security role should be