235 views 06 September 2018 0
Teams in Dynamics CRM puts a set of users in one group sharing a set of permissions. With teams, you can easily share business objects and collaborate with users across multiple business units in the organization. A team belongs to a business unit.
Teams can also facilitate sharing. When a user shares a record, it is an explicit action associated with a specified user. (For example, a user shares a record with a named coworker.) In some situations, users might have to share a record with
185 views 05 September 2018 0
The Users area is where you can manage system users. We have a large variety of views in the users listing, with various filter options already created. You can see users by their status, ownership, roles, relationship, team, or social relationship. This User area is also the entry point to add new users to the system, disable users, or update their information. In Microsoft Dynamics CRM Online, each user is uniquely identified by their Windows Live ID. For Microsoft Dynamics CRM
73 views 03 September 2018 0
The first step in plug-in deployment involves registering your plug-in and signing the assembly with a strong name key file. A strong name key is necessary for security so that the assembly can be trusted to execute external code, such as when invoking a web service. To sign your assemblies, follow these steps:
In the Solution Explorer, right-click your project and select Properties:
Go to the Signing tab and check the Sign the Assembly check box:
Create a new
91 views 31 August 2018 0
Here are the steps as in how you can use Profiler for debugging plug ins:
Connect to CRM using plugin registration tool.
Click on Install Profiler
When the Plug-in Profiler is installed successfully, make sure it exists under the assemblies.
Select a plug-in step and click Start Profile to enable profiling.
Click the Start Profiling button, and the Profiler Settings dialog appears. These profiling settings are good for most scenarios. Click
105 views 23 August 2018 0
Users can create and manage private documents with OneDrive for Business. Those documents can be accessed within Dynamics 365 after the system administrator has enabled OneDrive for Business. Dynamics 365 has built in OneDrive for Business integration. This is useful if you are a Dynamics 365 user such as a salesperson who wants to keep their personal documents attached to an opportunity.
To enable it, go through the following steps. Go to Settings->Document Management:
71 views 22 August 2018 0
OneNote is a tool that allows users to take notes easily, without having to deal with the constraints and limitations of Microsoft Word or Excel. When you add a OneNote section to a notebook, it’s shown individually within Dynamics 365 and in order of last modified time. This integration is only possible for Dynamics 365 Online deployments. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.
Enabling OneNote Integration
79 views 13 August 2018 0
This integration is supported for both On-Premises and Online versions of Dynamics 365 and SharePoint. Follow these steps to enable client-to-server integration of Dynamics 365 Online with SharePoint Online:
1. Log on to Dynamics 365 as a user having the System Administrator security role and go to Settings > Document Management.
2. Click Install List Component. In the pop-up window that appears, download the list component for SharePoint 2010 or SharePoint 2013. The SharePoint
63 views 10 August 2018 0
To enable server-based SharePoint integration with Microsoft Dynamics 365 (online) and SharePoint Online, follow these steps:
Go to Settings > Document Management.
Click Enable server-based SharePoint integration.
The Enable server-based SharePoint integration page appears. Click Next.
Under Select where your SharePoint sites are located make sure Online is selected, and then click Next.
Enter the URL for the SharePoint site. The URL should appear similar to
69 views 10 August 2018 0
Microsoft Dynamics CRM has made native SharePoint integration options available out of the box. SharePoint Server is a collaboration and content management application that simplifies how people store, find, and share information. It helps people to collaborate effectively by having secure access to documents and information that they require to make business decisions. The document management integration shows up in two places. First, there is a Documents view on every record in CRM, as
83 views 09 August 2018 0
Microsoft acquired Adxstudio for its compelling customer engagement features and has natively built them into Microsoft Dynamics 365. Adxstudio Portals provides the ability for organizations running Dynamics 365 to quickly build secure self-service retail portals. Adxstudio Portals extend Microsoft Dynamics CRM to the web, bringing CRM data to life for external users. The Adxstudio Portals solution provides a seamless customer experience with a responsive solution that is optimized for