Tag: Microsoft Dynamics CRM

Custom Position Hierarchy in CRM 2015


To achieve the same security model that was implemented using Manager Hierarchy earlier

(https://nishantrana.me/2014/10/04/hierarchical-security-modelling-manager-hierarchy-in-crm-2015/)

in Custom Position Hierarchy we need to follow these steps.

To create Custom Position Hierarchy

  • Open Settings à Security à Hierarchy Security
  • Select Custom Position Hierarchy à Configure (Set Hierarchy Depth as 2)

  • Create a new position record “position 1” and add a user to it “Ceo”

  • Similarly create Position 2 and Position 3 record add “Manager A” and “First Name”

The Hierarchy à

Record created by user at position 3 is read only for the CEO user at Position 1 and editable for Manager User in Position 2 as we have set the depth as 2.

Hierarchical Security Modelling (Manager Hierarchy) in CRM 2015


Hierarchical Security is a new security feature introduced in CRM.

It could be either

Manager Hierarchy or Custom Position Hierarchy based.

To enable it we need to go to

Settings à Security

Let us enable Hierarchy Modelling and set the Hierarchy Depth as 2.

With depth we can specify up to what level the user can have read access to the records. Here the user will have write, update, append, append to access to those records only which are accessible to his direct report.

 

Let us say we have 3 users in our system.

  • User A, Manager A and CEO.
  • CEO is manager of Manager A and Manager A is manager of User A in our system.
  • CEO à manager à Manager A à manager à User A
  • User A is sales person and creates a contact record.
  • Now in our configuration we have set depth as 2 which means.
  • CEO user will have Write access to record that are accessible to Manager A and Read Access to those records accessible to User A.
  • CEO opens a record created by User A. ( it is read only for him)

  • Manager A opens the same record (He can edit it)

  • Now Manager A creates a new contact record. This record will be editable for CEO as he is the manager of Manager A

Hierarchical Security Model works in conjunction with all the other existing security models.

 

Search in CRM 2015


Global Search Box

Available in the Tool Bar.

Multiple Entity Search

  • It is based on Quick Find.
  • Shows first three fields in the Quick Find View in the result. Can be filtered using the “filter with” drop down box.

  • Clicking on the search result opens the respective record.
  • Clicking on + opens Quick Create form for that entity.


 

Enabling an entity for Search

Go to Administration à System Settings


Supports max 10 entities at a time.


Business Rules in CRM 2015


Supports Else, Else If Condition

businessrule

Server side support

Set the scope to Entity.


Supports Default Values

In CRM 2013


In CRM 2015


My Notes on Business Process Flow in CRM 2015


  • In CRM 2013 we were restricted to only those Entities that were 1: n related.
  • In CRM 2015 we can select any entity on which Business Process Flow is enabled.
  • Here test is an entity which has business process flow enabled, however it is not related to Contact record i.e. our primary entity

  • The same restriction of having only 5 entities applies to CRM 2015 also.


  • The entity relationships supported are of type 1: n only and it is optional.
  • Each process can have maximum 30 stages.
  • And each stage can have maximum 30 steps.
  • There can only be one active process at a time.
  • No closed entity loop, the entity used earlier can be referenced again.

 

Business Hours in Service Level Agreements (SLA) in CRM 2013


Hi,

Was looking into how the business hours works in SLA.

For this we a created new SLA record on CreatedOn field and which will update one of the fields on warning after one minute and some other field on failure after waiting for 5 minute.

And Applicable When -> when the Title field of Case contains “mm” text in it.

 


Following was the schedule

We created case record that satisfies the above condition at 3:28 P.M.

It updated one field on warning after one minute and then on 3:30 it went into wait condition and then resumed at 3:40 and showed failure at 3:43 as expected (i.e. total 5 minutes).

So it did consider the Break specified and on resuming ran for the remaining 3 minutes.

Hope it helps..