Nishant Rana's Weblog – Page 265 – Everything related to Microsoft .NET Technology

Security Roles and Teams in CRM 2011 – An Inconvenient Half-Truth

Over the course of the last two years or so reading everything I can about Dynamics CRM 2011, as well as teaching many classes of people how to get the most out of their CRM systems, one thing which comes up again and again is how to best structure Business Units, Users and Security Roles, and sometimes Teams as well to get the exact model you want to match your business requirements for who has access to which records and when.

Users inherit Security Roles from Teams – right?

One concept I have seen repeated many times is that “Users inherit security roles from all the Teams they are in”. And generally this seems to be a reasonable way to describe how it works, but occasionally odd behaviours seem to show up which make this appear to be less than 100% accurate.

I also had a gut feeling for…

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Fixed – CRM Mail Merge button missing in Word 2013.

Hi,

The way we got it working was to download the following template

CRMTemplate.dotm

From the following location

http://server:port/_static/Tools/MailMerge/CRMTemplate.dotm

And place it at the following location

C:\Users\[username]\AppData\Roaming\Microsoft\Templates

Followed by restarting Word.

The helpful post

http://www.experts-exchange.com/Software/Microsoft_Applications/Microsoft_Dynamics/Q_27749742.html

Nested Quick Create form in CRM 2015

Nested Quick Create form in CRM 2015

In CRM 2013,

If we click on Create button for Quick Create a record

Say for e.g. Contact record

And want to create a new Account record to be associated to it

We need to click on “Look Up More Records” and then “New”

This opens up the default Contact form

However in CRM 2015,

We have a New Button

It will open the Quick Create Form for the account record instead of the default form as in the case of CRM 2013.

On creating and saving the account record, it will close the Account record and populate the lookup in Contact record

Hiding Navigation Tour in CRM 2015

Navigation Tour dialog box opens up when user sign in to CRM.

If we want to disable this,

Go to Administration à System Setting à General Tab

Search Enhancements in CRM 2015

Multi Entity Search

CRM 2015 have added option for multi entity

With Maximum 10 entities at a time (can also be used for filtering the result)

Clicking on “+” in the result opens the quick create form for that record

To set up Quick Find search, Go to à Adminsitration à System Settings

Click on Select to select the entity and specify the order for them.

Maximum of 10 entities can be added for search. (Supports custom entities)

The Search is based on Quick Find View of the respective entity. i.e. based on Find Columns defined in it.

The result displays first 4 column of the Quick Find View.

Missing Edit Web Part option in SharePoint 2013

Add the Site to Compatibility View Setting to get the page working properly in IE 11.